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 Jana Luebke-Wishengrad | Mar 1, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, Securities, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Retirement Planning: Securities Inflation Update February 2023 Joseph Maas, Synergy Asset Management CPI Components Before diving deeper into what CPI means beyond an increase (or decrease) in prices, it’s important to understand exactly what CPI tracks. The three...
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...
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