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 | Jan 31, 2017 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, Blog Posts, Financial Edification, Securities
OnPointe Risk Analyzer-Make Better, Smarter, Safer Choices and Financial Decision With Your Investments I’ve incorporated a new tool that I would like you to try called OnPointe Risk Analyzer. The essence of the program is to evaluate your overall level of...
by Randy Luebke | Jan 30, 2017 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Life Insurance, Securities, The 4 Essential Elements, The 4 Sequential Steps, The 4x4 Financial Independence Plan
The Cash Balance Plan is a retirement plan designed to primarily benefit older and/or highly compensated business owners and highly valued employees. Unlike a traditional 401k or IRA plans that limit one’s tax-deferred contributions to relatively small amounts,...
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