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 | Aug 23, 2023 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Tax Exempt Cash Reserve for Elder Care Expenses If you want to be prepared for the possibility that in your later years you might need home nursing care or assistance with daily living activities due to physical or cognitive impairment, watch this...
by Randy Luebke | Aug 9, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Important Updates Regarding Roth IRAs Under SECURE Act 2.0 We are excited to bring your attention to some significant developments regarding Roth IRAs and the recent SECURE Act 2.0. This legislation introduces key provisions that could greatly...
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...