by Randy Luebke | Jan 16, 2020 | 1-Optimize Everything, 3-Estate Planning, 4-Invest for Independence, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements |
The Smart Estate Planning Newsletter Controlling Your IRA Assets from the Grave Protect IRA Assets from Your Children’s Poor Decisions More and more wealth over the coming years will transfer between generations as our population ages. Investment News stated...
by Randy Luebke | Sep 29, 2019 | 3-Estate Planning, Blog Posts, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan
Whenever we acquire assets, we take title to them in many ways. Most time, we really don’t give this much thought. We just think of them as “ours”. Sometimes, with larger assets especially, we do give consideration at to how we want to title (take...
by Randy Luebke | Mar 23, 2016 | 3-Estate Planning, 4-Tax Planning, Blog Posts, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan
In a recent study, we found that nearly 75% of tax & financial advisors use trusts for “Legacy Planning” initiatives. While trusts are an important tool for transferring wealth to future generations, tax rates for trust income are very high. As of the date of...
by Randy Luebke | Jun 8, 2015 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Annuities, Blog Posts, Bookstore, College, 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....
by Randy Luebke | Nov 23, 2012 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, Annuities, Blog Posts, Life Insurance, Mortgages, Real Estate, Social Security, The 12 Principles of Money
The Old Way There is a Better, Smarter Safer way! This is the paradigm most people have when it comes to making their investment decisions. When the market is up, they become greedy. They want to get on the band-wagon and not miss out on the...
