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...
by Randy Luebke | Jul 1, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Summer 2022 Key Financial Planning & Investment Deadlines Checklist Summer is here! And it’s time for your Summer Key Planning & Investment Deadlines guide. Every quarter, I like to send clients, family, and friends a reminder of all...
by Randy Luebke | May 23, 2022 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning The Smart Tax Planning Newsletter May 2022 Every month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below. In This Month’s Newsletter We Review: Donor-Advised Funds: A Tax...
by Randy Luebke | May 10, 2022 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Tax-Smart Strategies to Pay for College A special report by the Bradford Tax Institute In this newsletter we review: How Are 529 College Savings Account Withdrawals Taxed? Child’s College: Use a 529 Plan or Tap Your Roth IRA? Tax-Smart College...
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