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Tax-Smart Strategies to Pay for College
Tax PlanningA special report by the Bradford Tax InstituteIn this newsletter we review: How Are 529 College Savings...
How College 529 Savings Account Withdrawals Are Taxed & Why You May NOT Want to Use a 529 Plan Altogether
Tax Planningby the Bradford Tax InstituteSection 529 college savings plans have been around long enough that...
Key College Funding Data 2021-2022
Retirement PlanningI know that figuring out how to pay for college is one of the biggest challenges families face...
Free Roadmap to Cutting College Costs
Free Roadmap to Cutting College Costs 2021-2022Throughout the years, we have seen families overpay for college and...
Key College Funding Data – What You Need to Know About Paying for College
The Key College Funding Data guide offers a roadmap to affording college. This reference guide provides a checklist to...
Scholarship List for Big Ten Colleges
Your complete list for all available scholarships for Big Ten colleges. Big Ten Colleges Included in Scholarship List:...
EPISODE 6 – College: Is It Worth It?
Financial IndependenceA Better PerspectivePodcastEpisode 6Presented by Lance Edwards and Randy LuebkeIn this episode...
The Smart College Cost Eliminator
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The Complete College Funding Matrix
College PlanningCollege is expensive and, luckily, there are many, many ways to save on the associated costs. There...
Planning a Debt-Free College Education
Financial IndependenceWith graduation from high school coming soon, I thought it would be appropriate to publish some...
Social Security, Medicare, and HSAs
Retirement PlanningBy Elaine Floyd, CFPIf your employer health plan is a health savings account (HSA) paired with a...
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...
Cybersecurity Monthly Newsletter December 2023
Asset ProtectionIn this issue: 3 Cybersecurity Predictions for 2024 Cybersecurity Shorts Software Updates Welcome to...
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,...
Cybersecurity Monthly Newsletter November 2023
Asset ProtectionIn this issue: Beware: Work-from-Home Scams and Lead to Identity Theft Cybersecurity Shorts Software...
Why a Credit Freeze is the Best Response to a Data Breach
Asset ProtectionThe latest data breach may have you worried about your personal information. Learn about a simple step...
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...
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...
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...
2023 Federal Tax Calendar for Small Business Owners and Self-Employed
Tax PlanningFor small businesses, staying on top of your tax deadlines is no easy task.Here's a helper for those...
Tax and Legal 360 Conference
Hosted by Mark J KohlerTax and Legal 360 ConferenceJune 6 - 8, 2024Salt Lake City, UtahWhat is the Tax and Legal 360...
EP 0008. The Four Essential Elements
The Financial Independence Now PodcastHosted by Randy LuebkeIn this episode of the Financial Independence Now podcast,...
Important Updates Regarding Roth IRAs Under SECURE Act 2.0
Retirement PlanningWe are excited to bring your attention to some significant developments regarding Roth IRAs and the...
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...
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...
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...
Retirement Savings Plans
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4 Ways to Evaluate Financial Aid Letters
Retirement PlanningFinancial-aid award letters are often jargon-filled and confusing. You need to know how to evaluate...
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...
Financial Planning for the Generations
Estate PlanningIn most families, the needs and interests of family members overlap. Even if your money is separate,...
Live Events
FeaturedRecorded Live WorkshopWhat CPAs, Attorneys, and Other Professionals Need to Know About Claiming Strategies...
Cybersecurity Monthly Newsletter February 2021
Asset ProtectionIn this issue: Hackers try to poison Florida water supply Cybersecurity Shorts Software Updates...
EPISODE 18 Good and Bad Debt from a Financial Planning Perspective
Financial Independence A Better Perspective PodcastPresented by Lance Edwards and Randy LuebkeIn this episode of...
Financial Products & Solutions
Lifetime ServicesFinancial Products & SolutionsWe focus on helping successful business owners, real estate...
Resource Directory
ResourcesResource DirectoryPROFESSIONAL RESOURCE DIRECTORYAttorneys KKOS Lawyers CPAs Kohler & Eyre Self-Directed...
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
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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...
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...
The Smart Tax Planning Newsletter November 2020
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
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FeaturedWebinarRecorded: March 18th @ 6:30 PM Pacific Time to put 2020 behind us and look forward to an amazing new...
Cost Segregation
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How Parent & Child Assets Impact Financial Aid Packages
The Smart Income Independence Planning NewsletterParents with big investments and home equity generally find it harder...
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...
The Smart Tax Minimizer (For Consumer & Home-Based Businesses)
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Podcast – Financial Independence A Better Perspective
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EPISODE 3 – What Happens If You Can’t Pay Your Rent or Mortgage?
Financial IndependenceA Better PerspectivePodcastEpisode 3Presented by Lance Edwards and Randy LuebkeIn this episode...
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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...
Key Financial Data 2020 With Revised Deadlines
2020 Key Financial Data Updated to Reflect Tax Deadline ChangesDue to the Coronavirus pandemic, the IRS has made...
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FINANCIAL INDEPENDENCE – When the assets you have provide the income you need to live the life you want and, your work is no longer a requirement, it’s an option.
Creating a Financially Organized Life
Financial IndependenceHere’s how to get a jump-start on creating a system to organize your bills, statements,...
Key Financial Data 2020
Happy New Year to you and your family! I hope the last several weeks have been merry and festive, leaving you...
The Smart Tax Planning Newsletter – November 2019
The Smart Tax Planning Newsletter Tax Tips November 2019 Year-End Strategy Edition Below is a fairly...
9 Reasons You Should Consult With Your CPA Before Year-End
Tax PlanningWhile the national focus has been on uncertainty around the new tax law, there are many individual...
An Overview of Asset Transfer Strategies
Whenever we acquire assets, we take title to them in many ways. Most time, we really don't give this much thought. ...
The Smart Social Security Benefits Maximizer/Retirement Healthcare Expense Estimator ℠
— ServicesThe Smart Social Security Benefits Maximizer/ Retirement Healthcare Expense Estimator ℠A full analysis and...
Asset Protection
Asset ProtectionOur asset protection strategy is to create barriers, boundaries, and safety nets to protect you and...
Retirement Planning
Retirement PlanningOur unique and proprietary systems and services will take you from where you are today, to your...
About us
About UsWe are a team of Registered Financial Consultants and Independent Fiduciary Advisors dedicated to serving a...
Cybersecurity Monthly Update-June 2015
Cybersecurity Monthly Highlights · The EMV Switch · Savvy Cybersecurity Threat Spotlight #1: Phishing ·...
10 Tips For Maximizing Financial Aid
College PlanningFinancial Aid, scholarships, gifts, grants, stipends, they call all be free money and dramatically...