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....
by Randy Luebke | Jan 10, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2024 Key Planning & Investment Deadlines for Q1 Do you know what days the market closes for 2024? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each year brings with...
by Randy Luebke | Dec 13, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning What if I keep working? How will it impact my Social Security Benefits? Clients with an understanding of the correlation between earnings and benefits often inquire their benefit will be affected if they keep working. Specifically, they question...
by Randy Luebke | Nov 16, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning What’s Your Money Archetype? There are eight common money behavior patterns or “archetypes” battling it out in every investor. Being aware of your unconscious attitudes and behaviors toward money can give you an edge in managing your...
by Randy Luebke | Oct 23, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Last Chance Financial Planning Checklist 2023 Often our financial picture and plan changes from year to year. Changes in different areas of your life can impact that overall plan. It is important to note and discuss these changes each year to ensure...
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