by Randy Luebke | Nov 9, 2022 | 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 How to Pay for Long-Term Care: 8 Strategies For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not face a financial challenge later....
by Randy Luebke | Oct 24, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Fall 2022 Key Financial Planning & Investment Deadlines Checklist As we head into the fourth quarter, it’s time for your Fall Key Planning & Investment Deadlines postcard. Every quarter, I like to send clients, family, and friends a...
by Randy Luebke | Jul 1, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Summer 2022 Key Financial Planning & Investment Deadlines Checklist Summer is here! And it’s time for your Summer Key Planning & Investment Deadlines guide. Every quarter, I like to send clients, family, and friends a reminder of all...
by Randy Luebke | May 23, 2022 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning The Smart Tax Planning Newsletter May 2022 Every month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below. In This Month’s Newsletter We Review: Donor-Advised Funds: A Tax...
by Randy Luebke | May 10, 2022 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Tax-Smart Strategies to Pay for College A special report by the Bradford Tax Institute In this newsletter we review: How Are 529 College Savings Account Withdrawals Taxed? Child’s College: Use a 529 Plan or Tap Your Roth IRA? Tax-Smart College...
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