by Randy Luebke | Sep 29, 2019 | 3-Estate Planning, Blog Posts, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Whenever we acquire assets, we take title to them in many ways. Most time, we really don’t give this much thought. We just think of them as “ours”. Sometimes, with larger assets especially, we do give consideration at to how we want to title (take...
by Randy Luebke | Feb 3, 2017 | 1-Financial Independence Planning, 3-Establish Reserves, Annuities, Blog Posts, Financial Edification, Insurance, Life Insurance, Long-term Care Insurance, Products, The 4 Sequential Steps, The 4x4 Financial Independence Plan
Establishing significant liquid cash reserves is the 3rd step of the 4x4 Financial Plan and, frankly, it could easily have been the 1st step as it is so critical to the success of your achieving and maintaining your Financial Independence. Why? We need...
by Randy Luebke | Jan 31, 2017 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, Blog Posts, Financial Edification, Securities
I’ve incorporated a new tool that I would like you to try called OnPointe Risk Analyzer. The essence of the program is to evaluate your overall level of acceptable investment risk. Below is a link to take the assessment (It will take less than 5 minutes to...
by Randy Luebke | Jan 30, 2017 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Life Insurance, Securities, The 4 Essential Elements, The 4 Sequential Steps, The 4x4 Financial Independence Plan
The Cash Balance Plan is a retirement plan designed to primarily benefit older and/or highly compensated business owners and highly valued employees. Unlike a traditional 401k or IRA plans that limit one’s tax-deferred contributions to relatively small amounts,...
by Randy Luebke | Dec 19, 2016 | 1-Financial Independence Planning, 1-Optimize Everything, 2-Eliminate Debt, Blog Posts, Financial Edification, The 4 Essential Elements, The 4 Sequential Steps, The 4x4 Financial Independence Plan
Our unique and proprietary financial planning system, The 4×4 Financial Independence Plan sm is comprised of 4 essential elements and 4 sequential steps as follows: The 4 Essential Elements The 4 Sequential Steps The focus of this posted is on Step #2 of this...
