by Randy Luebke | Feb 24, 2023 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements
Asset Protection Cybersecurity Monthly Newsletter February 2023 In this issue: An Update on Tax Identity Theft Cybersecurity Shorts Software Updates Welcome to your February Savvy Cybersecurity newsletter. Read on to learn more about: An update on the Experian website...
by Randy Luebke | Feb 16, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides State Tax Department Contact Information We know you are busy and don’t have time to waste searching for a State Tax Department’s contact information. Therefore, we made it easy for you to quickly reference the tax department information...
by Randy Luebke | Feb 9, 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 – January 2023 Joseph Maas, Synergy Asset Management Market highlights Inflation appears to be diminishing, but the FOMC is expected to raise interest rates a quarter-point at this month’s...
by Randy Luebke | Feb 7, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2023 Retirement Calendar Checklist Have you ever stopped to think about all of the paperwork and deadlines involved in retirement? Most of us assume we will be traveling and enjoying our grandkids, not recognizing the work that needs to be done...
by Randy Luebke | Feb 6, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Taxpayer Penalties 2023 Bradford Tax Institute, January 2023 REASON PENALTY RELIEF IRC SECTION Failure to pay 0.50% of unpaid balance per month; maximum of 25% 6651(a)(2) Failure to file 5% of unpaid balance per month; maximum of 25% If more than 60 days...
by Randy Luebke | Jan 30, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Winter 2023 Key Financial Deadlines Do you know what days the market closes for 2023? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each year brings with it a host of new...