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 | Apr 22, 2022 | Blog Posts, Financial Edification, Newsletter, Real Estate, Securities, The 4 Essential Elements, The 4x4 Financial Independence Plan
SECURITIES With evidence of inflation all around us mortgage rates are, predictably, up. Does this mean home prices will now decline? I don’t think so and here are 9 reasons why. 9 Reasons Why This is Not 2008 All Over Again & Why a Big Correction in Home...
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 | Aug 24, 2021 | 3-Estate Planning, Annuities, Blog Posts, Financial Edification, Life Insurance, Long-term Care Insurance, Newsletter, Products, The 4x4 Financial Independence Plan
Estate Planning Tax Free Discount on Your Estate Tax Liability If you have or will have an estate tax liability . . . watch this short video to learn how you avoid IRS seizure and liquidation of your assets, while paying the minimum estate tax with a tax free...
by Randy Luebke | Jun 7, 2021 | Blog Posts, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Section 1031 Rules Do you own business or investment property that has gone up in value? Would you like to acquire new property? If you sell the old property, you’ll have to pay tax on your profits. Don’t do that. Instead, do a tax-deferred Section...
by Randy Luebke | May 24, 2021 | Annuities, Blog Posts, Financial Edification, Life Insurance, Long-term Care Insurance, Newsletter, Products, The 4x4 Financial Independence Plan
How Safe Is My Money with a Life Insurance Company vs. a Bank? Many times we are asked, “Is my money safe with an insurance company?” It’s a legitimate question. After all, you are entrusting your money to an insurance company for 10, 20, 30 years or more, and even...
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