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...
by Randy Luebke | Feb 7, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2023 Retirement Calendar Checklist Have you ever stopped to think about all of the paperwork and deadlines involved in retirement? Most of us assume we will be traveling and enjoying our grandkids, not recognizing the work that needs to be done...
by Randy Luebke | Feb 6, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Taxpayer Penalties 2023 Bradford Tax Institute, January 2023 REASON PENALTY RELIEF IRC SECTION Failure to pay 0.50% of unpaid balance per month; maximum of 25% 6651(a)(2) Failure to file 5% of unpaid balance per month; maximum of 25% If more than 60 days...
by Randy Luebke | Jan 30, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Winter 2023 Key Financial Deadlines Do you know what days the market closes for 2023? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each year brings with it a host of new...
by Randy Luebke | Jan 16, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2023 Key Financial Data Guide Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season. I hope 2023 brings good fortune and health to you all. Today, I’m providing you with a very handy reference...
by Randy Luebke | Dec 13, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Last-Minute Year-End Tax Deductions for Existing Vehicles It’s time to examine your existing business and personal (yes, personal) cars, SUVs, trucks, and vans for some profitable year-end business tax deductions. In this article, first we will look...
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