by Randy Luebke | Jan 20, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Winter 2022 Key Financial Planning & Investment Deadlines Checklist Do you know what days the market closes for 2022? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end?...
by Randy Luebke | Jan 18, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2022 Retirement Calendar Checklist This Checklist gives you the guidance you need on taxes, Social Security, Medicare, retirement account distributions, year-end tasks, and more. It compiles multiple deadlines and tasks in a simple month-by-month...
by Randy Luebke | Jan 14, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2022 Key Financial Data Guide The 2022 Key Financial Data reference guide puts many important financial numbers right at your fingertips—in a simple graphic format. Organize your finances at your convenience without having to search the internet for...
by Randy Luebke | Nov 1, 2021 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax-Saving Tips The Smart Tax Planning Newsletter October 2021 Taxation of 529 College Savings Account Withdrawals The big advantage of 529 plans is that qualified withdrawals are always federal-income-tax-free—and usually state-income-tax-free too. What you may not...
by Randy Luebke | Sep 21, 2021 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Building Health Care Costs into Retirement Planning Health care planning is a sensitive subject that often takes you and your advisor places you don’t want to go. But given rising expenses, no retirement plan is complete without some kind of...
by Randy Luebke | Sep 17, 2021 | 1-Financial Independence Planning, Blog Posts, College Planning, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Key College Funding Data 2021-2022 I know that figuring out how to pay for college is one of the biggest challenges families face today. I’ve seen many overpay for college and hurt their savings and retirement plans. I don’t want that...
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