by Randy Luebke | Jan 12, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2024 Retirement Calendar Checklist Happy New Year! I hope you and your family had a joyous and safe holiday and made many warm memories. I also hope that 2024 brings you a strong economic recovery. Do you know that retirement involves a lot more...
by Randy Luebke | Jan 12, 2024 | 1-Financial Independence Planning, 2-Asset Protection, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2024 Health Care Quick Reference Guide Certain birth dates represent crucial milestones that affect your overall financial and retirement plans. Applying for Medicare by age 65 (unless you’re covered by a group plan) is one of those milestones....
by Randy Luebke | Jan 10, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2024 Key Planning & Investment Deadlines for Q1 Do you know what days the market closes for 2024? 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...
by Randy Luebke | Dec 30, 2023 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements
Asset Protection Cybersecurity Monthly Newsletter December 2023 In this issue: 3 Cybersecurity Predictions for 2024 Cybersecurity Shorts Software Updates Welcome to your December Savvy Cybersecurity newsletter. Read on to learn more about: New cybersecurity threats...
by Randy Luebke | Dec 17, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Tax-Free Income from 14-Day Augusta Rule for S Corporation Owners Bradford Institute IRC Section 280A(g), also known as the Augusta rule, states:(1) “Notwithstanding any other provision of this section or section 183, if a dwelling unit is used during the...
by Randy Luebke | Dec 13, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning What if I keep working? How will it impact my Social Security Benefits? Clients with an understanding of the correlation between earnings and benefits often inquire their benefit will be affected if they keep working. Specifically, they question...
Start Here