by Randy Luebke | Jan 11, 2021 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Blog Posts, College Planning, CPA/Tax Provider, Financial Edification, Newsletter, Social Security, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2021 Key Financial Data Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season, leaving you recharged to move full steam ahead into 2021. As we enter a new year, it’s a good time to review your tax plan...
by Randy Luebke | Dec 28, 2020 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Estate Planning 7 Estate Planning Things You Must Do In the Time of Coronavirus If you get sick and require hospitalization due to COVID-19, you will be immediately isolated from family. So the time to finish up any unresolved advance planning and organization is now....
by Randy Luebke | Sep 23, 2020 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Last Will & Testament: Add A Letter Covering These 14 Wishes Having a will is necessary, but there is a great deal of information the legal document does not include. Here’s what to cover in a supplemental letter that specifies preferences, discloses critical...
by Randy Luebke | Sep 23, 2020 | 1-Financial Independence Planning, 3-Estate Planning, Blog Posts, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan
Home Equity Conversion If you own your home, and you have at least 50% equity to market value, watch this video to learn how you can (and why you should) convert that home equity into a contract that will allow you to withdraw annual tax free income at retirement....
by Randy Luebke | Aug 27, 2020 | 1-Financial Independence Planning, 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
The Smart Estate Planning Newsletter A Widow’s Worst Nightmare What can be worse than losing a spouse—especially with young children to raise? How about being forced to go through probate and losing needed assets to ex-spouses and estranged family members? If...
by Randy Luebke | Aug 26, 2020 | 1-Financial Independence Planning, 3-Estate Planning, Blog Posts, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan
Estate Tax Liquidity If you have a current net worth of at least $5,000,000 growing faster than inflation, and want to minimize the estate tax your family will need to pay when you pass on, watch this short video to learn how you can protect the value of your estate...