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...
by Randy Luebke | Oct 20, 2023 | 3-Estate Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Schedule an Appointment HOME EDUCATION Events Podcasts Blog & Newsletters Lifetime Bookstore Resource Directory SERVICES All Services & Products The 4×4 Financial Plan sm Retirement Planning Estate Planning Asset Protection Tax Planning Shop All Services...
by Randy Luebke | Oct 13, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Fall 2023 Key Financial Deadlines As we embrace the arrival of the fourth quarter, I am pleased to share with you our Fall Key Planning & Investment Deadlines guide. Each quarter, I find it valuable to send out a reminder of the significant...
by Randy Luebke | Oct 11, 2023 | Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Health Care Checklist for Finding the Best Coverage Medicare and health insurance open enrollment starts on October 15th. To help you find the best coverage for your money, here’s a step-by-step checklist of health care items to review annually....
by Randy Luebke | Oct 9, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Holding Real Property in a Corporation: Good or Bad Idea? Bradford Institute Real estate prices have cooled off in many parts of the country. In some areas, values are actually dropping after reaching all-time highs in the middle of last year. Gasp! Even...