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Health Care Checklist for Finding the Best Coverage
Retirement PlanningMedicare and health insurance open enrollment starts on October 15th. To help you find the best...
Building Health Care Costs into Retirement Planning
Retirement PlanningHealth care planning is a sensitive subject that often takes you and your advisor places you don’t...
Medicare and Covid-19 Related Health Care Costs
Asset ProtectionAs the coronavirus continues to spread, be sure to review your health insurance to determine how you...
Health Care Options In Retirement
Asset Protection While you were working, you likely relied on employer insurance. But after retirement your options...
The Smart Social Security Benefits Maximizer/Retirement Healthcare Expense Estimator ℠
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Social Security, Medicare, and HSAs
Retirement PlanningBy Elaine Floyd, CFPIf your employer health plan is a health savings account (HSA) paired with a...
2023 Health Insurance for S Corporation Owners: An Update
Tax PlanningBradford InstituteIf you operate your business as an S corporation, you continue to enjoy good news in...
One Ugly Rule for Owners of S Corporations Deducting Health Insurance
Tax PlanningBradford Tax InstituteAn ugly rule applies to how S corporation owners deduct the cost of health insurance...
Six Answers for Small and Solo Businesses about Health Insurance
Retirement PlanningBradford Tax InstituteIn this article, we answer some questions that will benefit small and...
How to Pay for Long-Term Care: 8 Strategies
Retirement PlanningFor most, it is difficult to think about the possibility of needing long-term care. But many will...
Blueprint for Employee-Spouse 105-HRA (Health Reimbursement Arrangement)
Tax PlanningBradford Tax InstituteThe Affordable Care Act does not apply to a business that has only one employee.1...
A 60/40 Portfolio Can Be Hazardous to Your Financial Health
Retirement PlanningFor the last several decades, conventional wisdom in the financial services industry has been that...
11 Financial Tips to Make Caregiving Easier
Estate PlanningCaregivers generally tend to their elderly/disabled family members as a labor of love, but it can also...
10 Common Medicare Questions Answered
Asset ProtectionMedicare is more complicated than most people think. Here are ten of the most common questions that...
How To Deduct Medicare As A Business Expense
Premiums for Medicare health insurance can add up to a substantial sum. That’s especially true if: You have high...
How To Start The Family Caregiving Discussion
Estate PlanningAmanda ChaseNobody looks forward to discussing finances and elder care with their parents, but every...
Cybersecurity Monthly Newsletter March 2024
Asset ProtectionIn this issue: How to beat the password paradox Cybersecurity Shorts Software Updates Welcome to your...
The Smart Tax Planning Newsletter March 2024
Tax PlanningIn This Issue: IRAs for Young Adults Get Up to $32,220 in Sick and Family Leave Tax Credits New Crypto Tax...
The 10 Basic Questions of Estate Planning
Estate PlanningIt’s not easy to contemplate your own mortality, but a good estate plan can provide for your heirs,...
Last Chance Financial Planning Checklist 2023
Financial GuidesOften our financial picture and plan changes from year to year. Changes in different areas of your...
Cybersecurity Monthly Newsletter August 2023
Asset ProtectionIn this issue: AI and Phishing: The New Threats Cybersecurity Shorts Software Updates Welcome to your...
Q2 2023 Quarter End Securities Update
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Equities. All three major...
A Securities Market Update for You – January 2023
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementMarket highlights Inflation appears to be...
2022 Last-Chance Financial Planning Checklist
Financial Guides It’s that time of year again when I like to send out my Last-Chance Financial Planning Checklist to...
The Smart Tax Planning Newsletter April 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Cybersecurity Monthly Newsletter January 2022
Asset ProtectionIn this issue: Cybersecurity Shorts Software Updates Happy New Year! We hope 2022 has been good to you...
2022 Key Financial Data Guide
Financial GuidesThe 2022 Key Financial Data reference guide puts many important financial numbers right at your...
Cybersecurity Monthly Newsletter September 2021
Asset ProtectionIn this issue: The Importance of Updating Your Software Always: Apple and Google Savvy Cybersecurity...
Get Ready for 7 Serious Life Transitions Ahead
Retirement PlanningMost baby boomers will face seven key events in their last stage of life that will color their...
Cybersecurity Monthly Newsletter December 2020
Asset ProtectionIn this issue: Massive hack hits U.S. government agencies and Fortune 500 companies Cybersecurity...
Monthly Client Newsletter December 2020
Wrapping up 2020 It’s a new year! How did you do with your year-end tax planning? Let’s review some questions and...
EPISODE 17 Year-End Tax Savings for W2 Employees and Self-Employed
Financial Independence A Better Perspective PodcastPresented by Lance Edwards and Randy LuebkeIn this episode of...
7 Estate Planning Things You Must Do In the Time of Coronavirus
Estate PlanningIf you get sick and require hospitalization due to COVID-19, you will be immediately isolated from...
How Tax Planning Changes Throughout 4 Stages of Retirement
Tax PlanningPeople often pay more in taxes than expected because a confusing system treats various income types...
The Super(k)
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6 Tips for Organizing Your Records
Estate Planning If you got hit by a bus tomorrow, would your loved ones know how to access your important records?...
The Smart Legacy Plan Organizer ˢᵐ
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Factors To Consider When Updating Your Insurance Coverage
The Smart Asset Protection Planning Newsletter With government health care policies always uncertain and the memory of...
The Smart Tax Planning Newsletter Covid-19 Edition April 2020
The Smart Tax Planning Newsletter Covid-19 EditionEvery month we provide you with a fairly detailed review of several...
Disaster Planning – Steps to Guarding Your Assets
The Smart Asset ProtectionAs super storms and natural disasters continually remind us, it’s important to have an...
2019 Last Chance Financial Checklist
Key Guideline 2019 Last Chance Financial Checklist Shape up your personal finances for a great year-end! Enclosed is...
The Smart Tax Planning Newsletter – October 2019
The Smart Tax Planning - October 2019 Below is a fairly detailed review of several important Tax Topics. I will...
Monthly Tax Newsletter – February 2019
IRS Issues Final Section 199A Regulations and Defines QBI Your ownership of a pass-through trade or business can...
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Step 3 – Establish Significant Liquid Cash Reserves Using An AB-LTCI Strategy
Establishing significant liquid cash reserves is the 3rd step of the 4x4 Financial Plan and, frankly, it...
Developing a Realizable Vision for Retirement
Retirement PlanningBy Richard AtkinsonRetirement is a totally new stage of life. With some careful prioritizing—and...
Cybersecurity Monthly Newsletter February 2024
Asset ProtectionIn this issue: Your Email Address: The Key to Your Digital Life Cybersecurity Shorts Software Updates...
4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement
Retirement PlanningBy Debra Taylor, CPA/PFS, JD, CDFAThe financial puzzle for millennials: What’s the best way to pay...
Cybersecurity Monthly Newsletter January 2024
Asset ProtectionIn this issue: 2024: Perform a Cybersecurity Audit Cybersecurity Shorts Software Updates Welcome to...
2024 Key Financial Data Guide
Financial GuidesAs we step into the new year, it's wise to review your tax plan in light of recent changes. Our 2024...
2024 Social Security Quick Reference Guide
Financial GuidesHappy New Year! As we usher in 2024, we sincerely wish you a year marked by a robust economic recovery...
2024 Key Planning & Investment Deadlines for Q1
Financial GuidesDo you know what days the market closes for 2024? Or when different tax forms are due? Or when the...
Cybersecurity Monthly Newsletter December 2023
Asset ProtectionIn this issue: 3 Cybersecurity Predictions for 2024 Cybersecurity Shorts Software Updates Welcome to...
What if I keep working? How will it impact my Social Security Benefits?
Retirement PlanningClients with an understanding of the correlation between earnings and benefits often inquire their...
Cybersecurity Monthly Newsletter November 2023
Asset ProtectionIn this issue: Beware: Work-from-Home Scams and Lead to Identity Theft Cybersecurity Shorts Software...
What’s Your Money Archetype?
Retirement PlanningThere are eight common money behavior patterns or “archetypes” battling it out in every investor....
Cybersecurity Monthly Newsletter October 2023
Asset ProtectionIn this issue: Staying One Step Ahead: How Seniors Can Avoid Cybersecurity Attacks Cybersecurity...
Family Loans: Only Path to a Decent Home Loan Interest Rate
Tax PlanningBradford InstituteYou may want to help a family member buy a home by making a loan to that person. That...
The Smart Tax Planning Newsletter September 2023
Tax PlanningIn This Issue: HSAs for Business Owners Act Now! Get Your Safe-Harbor Expensing in Place Key Insights into...
Cybersecurity Monthly Newsletter September 2023
Asset ProtectionIn this issue: Three Scams Targeting College Students Cybersecurity Shorts Software Updates Welcome to...
Big Tax Changes to Know for 2023
Tax PlanningWe want to bring to your attention some crucial tax changes and updates that will impact individuals and...
Main Street Certified Tax Advisors
CertificationWe take immense pride in our Main Street Certified Tax Advisor certification. But what exactly does that...
Tax and Legal 360 Conference
Hosted by Mark J KohlerTax and Legal 360 ConferenceJune 6 - 8, 2024Salt Lake City, UtahDiscount Code: "LIFETIME10" to...
The Smart Tax Planning Newsletter August 2023
Tax PlanningIn this issue: ICHRA Unleashed: Transforming Small Business Health Benefits Key Insights on the ICHRA for...
EP 0010. Roth Math
The Financial Independence Now PodcastHosted by Randy LuebkeIn this episode of The Financial Independence Now podcast...
EP 0008. The Four Essential Elements
The Financial Independence Now PodcastHosted by Randy LuebkeIn this episode of the Financial Independence Now podcast,...
A Securities Market Update for You – May 2023
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Last week ended with a...
Why You Need an Estate Plan
Estate PlanningWhoever won that ginormous $997.6 million cash value Powerball jackpot last November needs some serious...
The Smart Tax Planning Newsletter May 2023
Tax PlanningIn this issue: Tax Credits for Electric Vehicles: The Latest from the IRS Using Family Loans to Secure...
Cybersecurity Monthly Newsletter May 2023
Asset ProtectionIn this issue: Goodbye to the password? Cybersecurity Shorts Software Updates Welcome to your May...
A Workable Solution for Baby Boomers Near Retirement
Retirement PlanningWorried about having enough saved for retirement? Here’s a simple approach: work just a few years...
Social Security: The Important Questions
Retirement PlanningThose “How much do you know about Social Security?” quizzes you see online are fun and interesting,...
Rules for Divorced-Spouse Benefits
Retirement Planning: Social SecurityRules for Divorced-Spouse Benefits In order to qualify for a divorced-spouse...
Cybersecurity Monthly Newsletter February 2023
Asset ProtectionIn this issue: An Update on Tax Identity Theft Cybersecurity Shorts Software Updates Welcome to your...
Winter 2023 Key Financial Deadlines
Financial Guides Do you know what days the market closes for 2023? Or when different tax forms are due? Or when the...
2023 Key Financial Data Guide
Financial Guides Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday...
A Handy Checklist for Year-End Planning
Retirement PlanningThe holidays are a busy time of year. Shopping, family events, company holiday parties and more may...
Cybersecurity Monthly Newsletter April 2022
Asset Protection In this issue: Medicare Scams: What You Need to Know Cybersecurity Shorts Software Updates Welcome to...
Cybersecurity Monthly Newsletter February 2022
Asset Protection In this issue: Don't Fall for These Scams this Tax Season Cybersecurity Shorts Software Updates...
New Retirement Rules – What you need to know about the SECURE Act
Financial GuidesThere have been some major retirement rule changes following the passage of the SECURE Act and you may...
Principal Residence Gain Exclusion Break
Tax PlanningBradford Tax InstituteIn this newsletter: Gain Exclusion Basics Pass the Ownership and Use Tests What...
Winter 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesDo you know what days the market closes for 2022? Or when different tax forms are due? Or when the...
The Smart Tax Planning Newsletter September 2021
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
8 Ideas That Help You Manage a Financial Windfall
Estate PlanningHave you ever dreamed of winning the lottery or inheriting a large sum of money? Most people have, at...
Intergenerational Transfers: Helping Adult Children
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Financial Planning for the Generations
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Cybersecurity Monthly Newsletter May 2021
Asset ProtectionIn this issue: Colonial Pipeline Pays $5 Million Following Ransomware Attack Cybersecurity Shorts...
Handling Key Non-Tax Financial Issues When a Loved One Passes Away (Part 3)
Estate PlanningA financially comfortable loved one has passed away. During this time of seemingly endless bad news,...
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FeaturedRecorded Live WorkshopWhat CPAs, Attorneys, and Other Professionals Need to Know About Claiming Strategies...
5 Questions to Ask Yourself 5 Years Before You Retire
Retirement PlanningRetirement planning takes on added urgency the closer you get to leaving your job. Imagine your...
The Smart Tax Planning Newsletter April 2021
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
The Practical Guide to S Corporation Taxes
Tax PlanningAn exclusive report from Bradford Tax Institute.Topics Included in this Special Report: Lock in the...
Cybersecurity Monthly Newsletter March 2021
Asset ProtectionIn this issue: Thousands of businesses hacked through Microsoft Email Exchange Cybersecurity Shorts...
Key Planning & Investment Deadlines Winter 2021
Financial GuidesDo you know what days the market closes for 2021? Or when different tax forms are due? Or when the...
Financial Products & Solutions
Lifetime ServicesFinancial Products & SolutionsWe focus on helping successful business owners, real estate...
Resource Directory
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The Smart Tax Planning Newsletter December 2020
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
2021 Key Financial Data
Financial Guides Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday...
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