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How Today’s World Geopolitical Events Affect Your Investments
June 7, 2022 at 3:30 PM PacificInflation? War? Recession? Invest 30-minutes of your time to learn about how...
Episode 20 Seller Financing and Other Ways to Fund your Real Estate Investments
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OnPointe Risk Analyzer-Make Better, Smarter, Safer Choices and Financial Decision With Your Investments
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2024 Corporate Transparency Act – Required Beneficial Ownership Information Reporting to FinCEN
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13 Answers on the New 2024 CTA Required BOI Reporting to FinCEN
Tax PlanningBradford Tax InstituteIt’s here. The Corporate Transparency Act (CTA) became effective on January 1, 2024....
Developing a Realizable Vision for Retirement
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2024 Federal Tax Calendar
Financial GuidesKnow Your 2024 Tax Deadlines with This Useful PDF Tax Calendar For small businesses, staying on top of...
Your Co-Owned Business Probably Needs a Buy-Sell Agreement
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Big Tax Changes to Know for 2024
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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...
2024 Key Planning & Investment Deadlines for Q2
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New IRS Crypto Tax Reporting Rules Coming Soon
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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...
Learn to Invest in Notes – A Better, Smarter, Safer Way!
Recorded: March 12th, 2024Investing in Notes, or "Promissory Notes" can be a relatively safe strategy to earn...
Investing in Apartments via Private Placement
March 5, 2024RECORDED August 26, 2021Investing in real estate can be one of the best investments you can make....
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...
Self-Directed IRA Summit 11
Hosted by Mat Sorenson, Directed IRAThe 11th Self-Directed IRA SummitApril 19th - 20th, 2024Dallas, TexasWhy attend...
Real Estate Rentals: Recent Tax Insights
Tax PlanningAn Exclusive Report fromBradford Tax InstituteKey Topics Include: How to Project If a Rental Property Is a...
Beware: New 2024 Businesses and Rentals Trigger FinCEN Filings
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2024 Key Financial Data Guide
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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 Retirement Calendar Checklist
Financial GuidesHappy New Year! I hope you and your family had a joyous and safe holiday and made many warm memories....
2024 Health Care Quick Reference Guide
Financial GuidesCertain birth dates represent crucial milestones that affect your overall financial and retirement...
2024 Key Planning & Investment Deadlines for Q1
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Tax-Free Income from 14-Day Augusta Rule for S Corporation Owners
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What if I keep working? How will it impact my Social Security Benefits?
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The 10 Basic Questions of Estate Planning
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Travel to a Fancy Resort Hotel Where You Use Your Laptop for CE
Tax PlanningBradford InstituteTravel to a Fancy Resort Hotel Where You Use Your Laptop for CE You may have stumbled on...
Why a Credit Freeze is the Best Response to a Data Breach
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What’s Your Money Archetype?
Retirement PlanningThere are eight common money behavior patterns or “archetypes” battling it out in every investor....
The Smart Tax Planning Newsletter October 2023
Tax PlanningIn This Issue: Donating Clothing to Goodwill and the Salvation Army Deduct Travel by Car, Train, Plane, or...
Last Chance Financial Planning Checklist 2023
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Act Now! Get Your Safe-Harbor Expensing in Place
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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...
Fall 2023 Key Financial Deadlines
Financial GuidesAs we embrace the arrival of the fourth quarter, I am pleased to share with you our Fall Key Planning...
Health Care Checklist for Finding the Best Coverage
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Holding Real Property in a Corporation: Good or Bad Idea?
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The Smart Tax Planning Newsletter September 2023
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Big Tax Changes to Know for 2023
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2023 Federal Tax Calendar for Small Business Owners and Self-Employed
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6 Factors That Predict a Student’s College Success
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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
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Tax Exempt Cash Reserve for Elder Care Expenses
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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...
Important Updates Regarding Roth IRAs Under SECURE Act 2.0
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Summer 2023 Key Financial Deadlines
Financial GuidesAs summer unfolds, we are pleased to present our Summer Key Planning & Investment Deadlines guide....
The Smart Tax Planning Newsletter June 2023
Tax PlanningIn this issue: Act Now to Qualify for your 2020 and 2021 ERC Money Claim Your 2020 Covid Sick and Family...
When a Bad Executor Ignores Your Will
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One Ugly Rule for Owners of S Corporations Deducting Health Insurance
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Inflation Update May 2023
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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...
Six Answers for Small and Solo Businesses about Health Insurance
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A Workable Solution for Baby Boomers Near Retirement
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Helicopter View of 2023 Meals and Entertainment
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Social Security: The Important Questions
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SECURE 2.0 Adds New Escapes from the 10% Early Withdrawal Penalty
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EP 0004. The Penny Story
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Spring 2023 Key Financial Deadlines
Financial GuidesSpring is upon us. This means it's time for the Spring Key Planning & Investment Deadlines. Every...
5 Tax Gotchas In Retirement
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Alert: A Massive New FinCEN Filing Requirement is Coming
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Podcasts
Financial Independence Now Hosted by Randy Luebke, RFC, Independent Fiduciary AdvisorFinancial Independence Now...
Podcast – Financial Independence Now
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Rules for Divorced-Spouse Benefits
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Cybersecurity Monthly Newsletter February 2023
Asset ProtectionIn this issue: An Update on Tax Identity Theft Cybersecurity Shorts Software Updates Welcome to your...
State Tax Department Contact Information
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A Securities Market Update for You – January 2023
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementMarket highlights Inflation appears to be...
2023 Retirement Calendar Checklist
Financial Guides Have you ever stopped to think about all of the paperwork and deadlines involved in retirement? Most...
Interviews With Paul Paquin from Global Financial Services
A special interview series with Paul Paquin from Golden Financial ServicesIs Now a Good Time to Invest in...
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
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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...
How to Pay for Long-Term Care: 8 Strategies
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Fall 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesAs we head into the fourth quarter, it's time for your Fall Key Planning & Investment Deadlines...
Disclaimer
— Lifetime ParadigmDisclaimerInvestment Advisory Services are offered through Lifetime Financial, Inc., a Registered...
Summer 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesSummer is here! And it's time for your Summer Key Planning & Investment Deadlines guide. Every...
Tax-Smart Strategies to Pay for College
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9 Reasons Why This is Not 2008 All Over Again & Why a Big Correction in Home Values is Not Likely to Occur Soon
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Spring 2022 Key Financial Planning & Investment Deadlines Checklist
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The Smart Tax Planning Newsletter January 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Winter 2022 Key Financial Planning & Investment Deadlines Checklist
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2022 Retirement Calendar Checklist
Financial GuidesThis Checklist gives you the guidance you need on taxes, Social Security, Medicare, retirement account...
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
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A 60/40 Portfolio Can Be Hazardous to Your Financial Health
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11 Financial Tips to Make Caregiving Easier
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8 Ideas That Help You Manage a Financial Windfall
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Work Opportunity Tax Credits
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Financial Planning for the Generations
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Retirement Income: Which Accounts to Tap First
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Handling Key Non-Tax Financial Issues When a Loved One Passes Away (Part 3)
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Get Ready for 7 Serious Life Transitions Ahead
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Key Changes to the Tax Cuts & Jobs Act
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Key Planning & Investment Deadlines Spring 2021
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The Smart Tax Planning Newsletter March 2021
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