by Randy Luebke | Sep 1, 2016 | 1-Optimize Everything, 3-Establish Reserves, Blog Posts, Financial Edification, Insurance, Life Insurance, The 4 Sequential Steps, The 4x4 Financial Independence Plan
Establishing significant liquid cash reserves is the 3rd step of the 4×4 Financial Plan and, frankly, it could easily have been the 1st step as it is so critical to the success of your Financial Independence. Why? We need cash reserves for two reasons: When...
by Randy Luebke | Mar 22, 2016 | 1-Financial Independence Planning, 1-Optimize Everything, 2-Asset Protection, 4-Invest for Independence, Annuities, Blog Posts, Financial Edification, Products, The 4 Essential Elements, The 4x4 Financial Independence Plan
Certificates of deposit (CDs) are intended for the ultra-conservative investor. Why are they appealing to so many? They are touted as the “safe” investment option with essentially no risk as they are not tied to the stock market. However, how “safe” are they really...
by Randy Luebke | Dec 15, 2015 | 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Real Estate, The 4x4 Financial Independence Plan
The qualifications for Real Estate Professional are fairly complex. The benefits of becoming qualified as a Real Estate Professional, however, are generally well worth the effort. One of the qualifications of a Real Estate Professional is based on the “Material...
by Randy Luebke | Jul 3, 2015 | 1-Financial Independence Planning, Annuities, Blog Posts, Financial Edification
Helping my clients to plan for their retirement (or Financial Independence as I prefer to call it) is complicated. No one knows what the future will hold, however, funding your lifestyle almost always takes more money than one thinks. In fact one of my favorite...
by Randy Luebke | Jun 8, 2015 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Annuities, Blog Posts, Bookstore, College Planning, Financial Edification, Life Insurance
Written by attorney, Roccy DeFrancesco J.D., CWPP, CAPP, CMP and the founder of The Wealth Preservation Institute, his book “Bad Advisors” will not only confirm your suspicions about your current and past financial advisors, it will also reaffirm why you should likely...
by Randy Luebke | Jun 1, 2015 | 1-Financial Independence Planning, 3-Estate Planning, Annuities, Blog Posts, Social Security
Do you want a quick resource for income tax tables, deduction and contribution limits, virtually all important financial data in one place? Then download this FREE Key Financial Data page and pass this link along to all your friends, family and associates....
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