by Randy Luebke | Mar 12, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Retirement Planning Social Security, Medicare, and HSAs By Elaine Floyd, CFP If your employer health plan is a health savings account (HSA) paired with a high-deductible health plan (HDHP), you may have a problem when you turn 65. Why? Because once you enroll in...
by Randy Luebke | Feb 16, 2024 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning 4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement By Debra Taylor, CPA/PFS, JD, CDFA The financial puzzle for millennials: What’s the best way to pay off student debt while saving toward retirement? Here...
by Randy Luebke | Jan 15, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2024 Key Financial Data Guide As we step into the new year, it’s wise to review your tax plan in light of recent changes. Our 2024 Key Financial Data Guide is your go-to resource, providing quick access to this year’s critical figures covering...
by Randy Luebke | Jan 13, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2024 Social Security Quick Reference Guide Happy New Year! As we usher in 2024, we sincerely wish you a year marked by a robust economic recovery and continued prosperity. In our ongoing commitment to providing valuable resources for your financial...
by Randy Luebke | Jan 12, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2024 Retirement Calendar Checklist Happy New Year! I hope you and your family had a joyous and safe holiday and made many warm memories. I also hope that 2024 brings you a strong economic recovery. Do you know that retirement involves a lot more...
by Randy Luebke | Jan 12, 2024 | 1-Financial Independence Planning, 2-Asset Protection, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2024 Health Care Quick Reference Guide Certain birth dates represent crucial milestones that affect your overall financial and retirement plans. Applying for Medicare by age 65 (unless you’re covered by a group plan) is one of those milestones....