by Randy Luebke | Jun 11, 2021 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Retirement Income: Which Accounts to Tap First Many people assume that when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea; but not always. A basic tenet of tax planning is to put...
by Randy Luebke | May 13, 2021 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Get Ready for 7 Serious Life Transitions Ahead Most baby boomers will face seven key events in their last stage of life that will color their finances and investments. Prepare for these events by thinking about them now. It can be dangerous to...
by Randy Luebke | May 11, 2021 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning 5 Questions to Ask Yourself 5 Years Before You Retire Retirement planning takes on added urgency the closer you get to leaving your job. Imagine your future by looking at the major factors: housing, activities, lifestyle, life expectancy, and...
by Randy Luebke | May 6, 2021 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Key Birthdays Birthday Milestones Present Special Tax and Investment Questions to Consider Let’s make sure that all of us retire as well as we possibly can and make those “golden years” that much more enjoyable. Certain milestones in our lives present special tax and...
by Randy Luebke | May 3, 2021 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning 8 Reasons Not To Do a Roth Conversion The Roth IRA is an incredibly effective tool that can save clients lots of taxes down the road. Nevertheless, a Roth is not right for every situation, all of the time. Consider these potential disadvantages before you...
by Randy Luebke | Apr 28, 2021 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Dogecoin – Meme Currency Dogecoin is having a moment, fueled by a loud online following that includes celebrities and influencers like Elon Musk. You May Also Like… Dogecoin – Meme Currency Apr 28, 2021Dogecoin is having a moment, fueled by a loud...
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