by Randy Luebke | Dec 12, 2022 | 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 A Handy Checklist for Year-End Planning The holidays are a busy time of year. Shopping, family events, company holiday parties and more may dot your calendar. But we strongly suggest that you carve out some time for year-end financial planning so...
by Randy Luebke | Dec 6, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2022 Last-Chance Financial Planning Checklist It’s that time of year again when I like to send out my Last-Chance Financial Planning Checklist to all my family, friends, and clients. It’s a quick way to determine if you need to take actions before...
by Randy Luebke | Dec 5, 2022 | 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 Last Minute Retirement Reminder The clock continues to tick. Your retirement is one year closer. You have time before December 31 to take steps that will help you fund the retirement you desire. Here are four things to consider. Establish Your 2022...
by Randy Luebke | Nov 9, 2022 | 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 How to Pay for Long-Term Care: 8 Strategies For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not face a financial challenge later....
by Randy Luebke | Oct 24, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Fall 2022 Key Financial Planning & Investment Deadlines Checklist As we head into the fourth quarter, it’s time for your Fall Key Planning & Investment Deadlines postcard. Every quarter, I like to send clients, family, and friends a...
by Randy Luebke | Oct 1, 2022 | 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 Series I Bonds Through October 2022, you can buy Series I bonds that pay 9.62 percent interest. And you receive that rate for six months from the time of purchase. What happens after that? On November 1, 2022, the U.S. Treasury Department sets a...