by Randy Luebke | Aug 20, 2020 | 1-Financial Independence Planning, 3-Estate Planning, Blog Posts, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan
The Benefits of a Living Trust Even if we have a will at the time of our passing, all of our assets and liabilities will need to be settled in probate court before they can be distributed to our families. Watch this short video to learn how your estate can easily...
by Randy Luebke | Aug 19, 2020 | 1-Financial Independence Planning, 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Estate Planning 6 Tips for Organizing Your Records If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts you hold and where your money is? What about insurance policies? Real estate ownership...
by Randy Luebke | Aug 12, 2020 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
The Smart Estate Planning Newsletter Potential Estate Tax Threat? Over the past few decades, federal taxes have generally trended lower. That era may be coming to an end, especially for well-off individuals. The major factor to consider is that our country might...
by Randy Luebke | Aug 7, 2020 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Blog Posts, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan
ETF or Mutual Fund? ETFs (Exchange Traded Funds) and Mutual Funds are similar in just enough ways to be confusing. ETF’s popularity is YUGE. Does that mean they are better than the traditional mutual fund? Related Article from CNBC: ETF assets rise to record $4...
by Randy Luebke | Aug 5, 2020 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
The Smart Estate Planning Newsletter The Top 7 Questions for an Effective Beneficiary Audit The question of who inherits your assets becomes more important as you age. A good beneficiary audit can reassure you that the right people will inherit the right accounts and...
by Randy Luebke | Jul 30, 2020 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Blog Posts, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan
Income Crisis We are used to talking about job losses in the midst of a recession. That’s a measurement we’ve seen before. But there’s a new indicator in the spotlight, income loss, and it may just tell us more. Many employers are choosing to hold off layoffs as long...
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