by Randy Luebke | Jul 17, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Summer 2023 Key Financial Deadlines As summer unfolds, we are pleased to present our Summer Key Planning & Investment Deadlines guide. In keeping with our quarterly tradition, we have prepared a comprehensive guide outlining the crucial financial...
by Randy Luebke | Jun 13, 2023 | 1-Financial Independence Planning, 2-Asset Protection, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning One Ugly Rule for Owners of S Corporations Deducting Health Insurance Bradford Tax Institute An ugly rule applies to how S corporation owners deduct the cost of health insurance that a corporation puts on its W-2s. The words that make this an ugly rule...
by Randy Luebke | Jun 6, 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 – May 2023 Joseph Maas, Synergy Asset Management Financial Markets Last week ended with a resolution to the national debt ceiling issue and a unique May jobs report that sent equities higher for...
by Randy Luebke | Jun 4, 2023 | 1-Financial Independence Planning, 2-Asset Protection, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Asset Protection Inflation Update May 2023 Synergy Asset Management, LLC Summary: Consumer-focused measures of inflation, such as CPI and PCE have been trending down but remain elevated, while the Producer Price Index points to a hopeful reality if producers chose to...
by Randy Luebke | May 30, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Six Answers for Small and Solo Businesses about Health Insurance Bradford Tax Institute In this article, we answer some questions that will benefit small and solo-owned businesses, including: What steps do I take to properly reimburse...
by Randy Luebke | May 19, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning A Workable Solution for Baby Boomers Near Retirement Worried about having enough saved for retirement? Here’s a simple approach: work just a few years longer. By accumulating more savings and shortening your withdrawal period, you’ll reduce the...