by Randy Luebke | Apr 15, 2022 | Blog Posts, Financial Edification, Newsletter, Securities, The 4 Essential Elements, The 4x4 Financial Independence Plan
SECURITIES Peter Lynch once said “I always thought if you looked at ten companies, you’d find one that’s interesting, if you’d look at 20, you’d find two, or if you look at hundred you’ll find ten. The person that turns over the most...
by Randy Luebke | Apr 6, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Spring 2022 Key Financial Planning & Investment Deadlines Checklist Spring is here! As some of you may or may not know, every quarter I like to send my clients, family, and friends all the key financial deadlines heading our way over the next...
by Randy Luebke | Mar 31, 2022 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements
Asset Protection Cybersecurity Monthly Newsletter March 2022 In this issue: Russia-Ukraine War: Cybersecurity Implications Cybersecurity Shorts Software Updates Welcome to your March Savvy Cybersecurity newsletter. Read on to learn more about: Cyber threats related to...
by Randy Luebke | Mar 28, 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 March 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: New Hope for Restoring and...
by Randy Luebke | Mar 18, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Essential Tax Tips for IRAs Denise Appleby, APA, CISP, CRC, CRPS, CRSP Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While...
by Randy Luebke | Mar 16, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning How College 529 Savings Account Withdrawals Are Taxed & Why You May NOT Want to Use a 529 Plan Altogether Section 529 college savings plans have been around long enough that withdrawals are now commonplace. You may be ready to take one. The big...
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