Posts Tagged ‘pension’
Should I Take My Pension as a Lump Sum?
Should I Take My Pension as a Lump Sum? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® The popularity of pensions as an employer retirement benefit has fallen over the…
Read MoreOverview of the Wisconsin Retirement System (WRS) Pension
Overview of the Wisconsin Retirement System (WRS) Pension Written By: Ryan Rink CFP®, ChFC®, CLTC® Updated May 1, 2026 The Wisconsin Retirement System (WRS) pension is one of the top-funded public…
Read MoreNavigating the Maze of Fall Open Enrollment Windows for Health Insurance
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Make the right open enrollment decisions to avoid severe consequences. Open enrollment can be one of the more confusing times of the year. The…
Read MoreManaging Retirement Income Sources
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Managing your incomes sources in retirement may seem like a simple task but can get complicated quickly when trying to minimize taxes and maximize…
Read MoreFinancial Planning Considerations after Job Loss
How to limit the negative financial impact of losing your job By Brian Ellenbecker It’s normal to feel lost, overwhelmed, scared or uncertain at the prospect of losing your job.…
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