When Should I Start Taking Social Security?

By Kevin Reardon CFP® We are asked this question more than any other.  Like most things in life, there is no perfect answer. However, there are guidelines and considerations in making this decision.  First, let’s review the basics. Social Security Basics The earliest that a Social Security benefit can be started is age 62, with the latest…

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WEBINAR: Year-End Tax and Wealth Transfer Planning

During this session, Brian Ellenbecker will recap key 2020 tax and estate planning rules.  He will also cover planning ideas for your investment portfolio, help you assess year-end tax planning opportunities, review retirement planning strategies and ways to manage your wealth transfer and legacy plans. About Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®: Brian’s areas…

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Establishing Residency for State Tax Purposes

Blog Establishing Residency For State Tax Purposes

By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® This article is the first of a two-part series.  Part 1 focuses on how to establish residency for state tax purposes.  Part 2 focuses on the tax impact of changing state residency. We are commonly asked questions surrounding how to establish tax residency in a new state. …

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Financial Planning Considerations after Job Loss

Dealing With 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. The coronavirus pandemic has made job loss a reality for a significant number of people.  It’s possible that the economic impact could be felt for…

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Make Timely Tax Payments to Avoid Penalties

BLOG Tax Payment Planning To Avoid Penalties 3.17.2020

Tax Payment Planning – Making Timely Payments Will Avoid Penalties As we move into the peak of the 2019 tax filing season, it’s important to consider what your plan will be for ensuring you pay enough tax in 2020 to avoid an underpayment penalty. Planning your tax payments is especially important if you have an…

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