by Randy Luebke | Feb 9, 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 – January 2023 Joseph Maas, Synergy Asset Management Market highlights Inflation appears to be diminishing, but the FOMC is expected to raise interest rates a quarter-point at this month’s...
by Randy Luebke | Dec 12, 2022 | 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 A Handy Checklist for Year-End Planning The holidays are a busy time of year. Shopping, family events, company holiday parties and more may dot your calendar. But we strongly suggest that you carve out some time for year-end financial planning so...
by Randy Luebke | Dec 5, 2022 | 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 Last Minute Retirement Reminder The clock continues to tick. Your retirement is one year closer. You have time before December 31 to take steps that will help you fund the retirement you desire. Here are four things to consider. Establish Your 2022...
by Randy Luebke | Nov 9, 2022 | 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 How to Pay for Long-Term Care: 8 Strategies For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not face a financial challenge later....
by Randy Luebke | Oct 1, 2022 | 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 Series I Bonds Through October 2022, you can buy Series I bonds that pay 9.62 percent interest. And you receive that rate for six months from the time of purchase. What happens after that? On November 1, 2022, the U.S. Treasury Department sets a...
by Randy Luebke | May 10, 2022 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Tax-Smart Strategies to Pay for College A special report by the Bradford Tax Institute In this newsletter we review: How Are 529 College Savings Account Withdrawals Taxed? Child’s College: Use a 529 Plan or Tap Your Roth IRA? Tax-Smart College...
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