Building Health Care Costs into Retirement Planning

Building Health Care Costs into Retirement Planning

Retirement Planning Building Health Care Costs into Retirement Planning Health care planning is a sensitive subject that often takes you and your advisor places you don’t want to go. But given rising expenses, no retirement plan is complete without some kind of...
Key College Funding Data 2021-2022

Key College Funding Data 2021-2022

Retirement Planning Key College Funding Data 2021-2022 I know that figuring out how to pay for college is one of the biggest challenges families face today. I’ve seen many overpay for college and hurt their savings and retirement plans. I don’t want that...
4 Ways to Evaluate Financial Aid Letters

4 Ways to Evaluate Financial Aid Letters

Retirement Planning 4 Ways to Evaluate Financial Aid Letters Financial-aid award letters are often jargon-filled and confusing. You need to know how to evaluate what you are really getting. Better knowledge just might lead to a better aid package. Financial aid award...
Monthly Client Newsletter December 2020

Monthly Client Newsletter December 2020

Monthly Client Newsletter December 2020 Wrapping up 2020 It’s a new year!  How did you do with your year-end tax planning?  Let’s review some questions and important tax strategies that you might still be able to take advantage of now and start the new year off right...
2021 Key Financial Data

2021 Key Financial Data

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...
EPISODE 6 – College: Is It Worth It?

EPISODE 6 – College: Is It Worth It?

Financial IndependenceA Better PerspectivePodcast Episode 6 EPISODE 6 – College: Is It Worth It? Presented by Lance Edwards and Randy Luebke In this episode of “Financial Independence – A Better Perspective”, Lance and Randy discuss the various...