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...
by Randy Luebke | Apr 25, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, Social Security, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Social Security: The Important Questions Those “How much do you know about Social Security?” quizzes you see online are fun and interesting, but the bigger questions you should be asking are those that can help you get the most out of the program....
by Randy Luebke | Mar 29, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Spring 2023 Key Financial Deadlines Spring is upon us. This means it’s time for the Spring Key Planning & Investment Deadlines. Every quarter I provide my clients, family, and friends with a reminder guide of all the key financial deadlines...
by Randy Luebke | Mar 21, 2023 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning 5 Tax Gotchas In Retirement If you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create some burdensome tax situations, particularly when it comes to legacy planning. Here are five potential pitfalls you...
by Randy Luebke | Mar 6, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, Social Security, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning: Social Security Rules for Divorced-Spouse Benefits Rules for Divorced-Spouse Benefits In order to qualify for a divorced-spouse benefit a person must: Be finally divorced from the worker on whose record benefits are being claimed Have been...
by Jana Luebke-Wishengrad | Mar 1, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, Securities, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning: Securities Inflation Update February 2023 Joseph Maas, Synergy Asset Management CPI Components Before diving deeper into what CPI means beyond an increase (or decrease) in prices, it’s important to understand exactly what CPI tracks. The three...
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