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 | Sep 13, 2023 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Big Tax Changes to Know for 2023 We want to bring to your attention some crucial tax changes and updates that will impact individuals and businesses in 2023. It’s essential to stay informed about these developments to ensure compliance and make the...
by Randy Luebke | Sep 8, 2023 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning 2023 Federal Tax Calendar for Small Business Owners and Self-Employed For small businesses, staying on top of your tax deadlines is no easy task.Here’s a helper for those deadlines: Bradford Tax Institute’s 2023 Federal Tax Calendar, tailored...
by Randy Luebke | Sep 5, 2023 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning 6 Factors That Predict a Student’s College Success Some parents are obsessed with getting their children into top-ranked schools no matter the cost. You can save a lot of money by understanding what truly leads to the best outcomes for your...
by Randy Luebke | Jul 27, 2023 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning: Securities Q2 2023 Quarter End Securities Update Joseph Maas, Synergy Asset Management Financial Markets Equities. All three major indexes saw substantial gains in the second quarter of 2023, with the Nasdaq Composite up +12.81%, the S&P 500...
by Randy Luebke | Jun 6, 2023 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning: Securities A Securities Market Update for You – May 2023 Joseph Maas, Synergy Asset Management Financial Markets Last week ended with a resolution to the national debt ceiling issue and a unique May jobs report that sent equities higher for...
Start Here