by Randy Luebke | Nov 17, 2023 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Asset Protection Why a Credit Freeze is the Best Response to a Data Breach The latest data breach may have you worried about your personal information. Learn about a simple step you can take to protect your identity today. The headlines come at us constantly—143...
by Randy Luebke | Nov 16, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning What’s Your Money Archetype? There are eight common money behavior patterns or “archetypes” battling it out in every investor. Being aware of your unconscious attitudes and behaviors toward money can give you an edge in managing your...
by Randy Luebke | Nov 8, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning The Smart Tax Planning Newsletter October 2023 In This Issue: Donating Clothing to Goodwill and the Salvation Army Deduct Travel by Car, Train, Plane, or Boat Tax-Free Rental Income with the Augusta Rule Donating Clothing to Goodwill and the Salvation...
by Randy Luebke | Oct 31, 2023 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements
Asset Protection Cybersecurity Monthly Newsletter October 2023 In this issue: Staying One Step Ahead: How Seniors Can Avoid Cybersecurity Attacks Cybersecurity Shorts Software Updates Welcome to your October Savvy Cybersecurity newsletter. Read on to learn more about:...
by Randy Luebke | Oct 23, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Last Chance Financial Planning Checklist 2023 Often our financial picture and plan changes from year to year. Changes in different areas of your life can impact that overall plan. It is important to note and discuss these changes each year to ensure...
by Randy Luebke | Oct 20, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Act Now! Get Your Safe-Harbor Expensing in Place Bradford Institute Here are two tax words that you have to love: “safe harbor.” And here are five additional tax words to love: “tax-favored expensing with no recapture.” To create...