Inflation Reduction Act of 2022

Inflation Photo

Inflation Reduction Act of 2022 Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® In fall of 2021, Congress was in the midst of trying to pass extensive legislation called the Build Back Better Act to build more infrastructure (both physical and human) and provide additional COVID relief to individuals and businesses, along with several…

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Tip of the Month | April 2022

Tip of the Month Cover Image

Estimated Tax Payments Written By: Nick Ziarek, CFA, CFP® Generally, anyone who anticipates they will owe more than $1,000 when they file their return should make quarterly estimated tax payments. Failure to do so can result in a penalty at tax time. The penalty can be avoided if you paid at least 90% of this…

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Year-End Planning Reminders

Year End Planning Reminders

Year-End Financial Planning Reminders By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® As we approach the end of the year, now can be a good time to make some last-minute planning moves. Position yourself to start 2022 off on a good financial note. Congress is currently debating the Build Back Better Act. To pay for infrastructure bills…

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Will Social Security Be Around When I Need It?

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® You’ve probably heard media reports about the worrisome financial condition of Social Security, but how heavily should you weigh this information when deciding when to begin receiving benefits? While some changes will need to be made to Social Security (e.g., payroll taxes may increase or benefits may be reduced…

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