by Randy Luebke | Mar 16, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Tax Planning Alert: A Massive New FinCEN Filing Requirement is Coming by Bradford Institute Do you own or advise a corporation, limited liability company (LLC), limited partnership, limited liability partnership, limited liability limited partnership, or business...
by Randy Luebke | Mar 6, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, Social Security, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Retirement Planning: Social Security Rules for Divorced-Spouse Benefits Rules for Divorced-Spouse Benefits In order to qualify for a divorced-spouse benefit a person must: Be finally divorced from the worker on whose record benefits are being claimed Have been...
by Randy Luebke | Feb 24, 2023 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements |
Asset Protection Cybersecurity Monthly Newsletter February 2023 In this issue: An Update on Tax Identity Theft Cybersecurity Shorts Software Updates Welcome to your February Savvy Cybersecurity newsletter. Read on to learn more about: An update on the Experian website...
by Randy Luebke | Feb 16, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides State Tax Department Contact Information We know you are busy and don’t have time to waste searching for a State Tax Department’s contact information. Therefore, we made it easy for you to quickly reference the tax department information...
by Randy Luebke | Feb 9, 2023 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning: Securities A Securities Market Update for You – January 2023 Joseph Maas, Synergy Asset Management Market highlights Inflation appears to be diminishing, but the FOMC is expected to raise interest rates a quarter-point at this month’s...