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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...
EPISODE 17 Year-End Tax Savings for W2 Employees and Self-Employed
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Health Care Options In Retirement
Asset Protection While you were working, you likely relied on employer insurance. But after retirement your options...
Social Security, Medicare, and HSAs
Retirement PlanningBy Elaine Floyd, CFPIf your employer health plan is a health savings account (HSA) paired with a...
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...
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...
How to Pay for Long-Term Care: 8 Strategies
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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...
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...
10 Common Medicare Questions Answered
Asset ProtectionMedicare is more complicated than most people think. Here are ten of the most common questions that...
Social Security and Coronavirus
Retirement PlanningIf you have been laid off or face business downturns, you may wonder if you should claim Social...
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...
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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...
4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement
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EP 0010. Roth Math
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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...
A Securities Market Update for You – January 2023
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Principal Residence Gain Exclusion Break
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The Smart Tax Planning Newsletter October 2021
Tax-Saving TipsTaxation of 529 College Savings Account Withdrawals The big advantage of 529 plans is that qualified...
8 Ideas That Help You Manage a Financial Windfall
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Handling Key Non-Tax Financial Issues When a Loved One Passes Away (Part 3)
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FeaturedRecorded Live WorkshopWhat CPAs, Attorneys, and Other Professionals Need to Know About Claiming Strategies...
The Practical Guide to S Corporation Taxes
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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...
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...
The Smart Tax Planning Newsletter October 2020
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
The Smart Tax Planning Newsletter August 2020
The Smart Tax Planning NewsletterAugust 2020Every month we provide you with a fairly detailed review of several...
EPISODE 9 – Life Insurance: Is It a Miracle, Misunderstood, or Simply a Monster?
Financial IndependenceA Better PerspectivePodcastEpisode 9Presented by Lance Edwards and Randy LuebkeIn this episode...
The Smart Tax Planning Newsletter July 2020
The Smart Tax Planning NewsletterEvery month we provide you with a fairly detailed review of several important Tax...
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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...
Creating a Financially Organized Life
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The Smart Tax Planning Newsletter – November 2019
The Smart Tax Planning Newsletter Tax Tips November 2019 Year-End Strategy Edition Below is a fairly...
The Smart Financial Independence Blueprint ℠
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