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...
by Randy Luebke | Dec 11, 2023 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Estate Planning The 10 Basic Questions of Estate Planning It’s not easy to contemplate your own mortality, but a good estate plan can provide for your heirs, protect your assets, and promote family harmony once you’re gone. Estate planning is complex and because it...
by Randy Luebke | Nov 29, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Travel to a Fancy Resort Hotel Where You Use Your Laptop for CE Bradford Institute Travel to a Fancy Resort Hotel Where You Use Your Laptop for CE You may have stumbled on an unusual continuing education (CE) opportunity that feels like a vacation. It...
by Randy Luebke | Nov 29, 2023 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements
Asset Protection Cybersecurity Monthly Newsletter November 2023 In this issue: Beware: Work-from-Home Scams and Lead to Identity Theft Cybersecurity Shorts Software Updates Welcome to your November Savvy Cybersecurity newsletter. Read on to learn more about: An update...
by Randy Luebke | Nov 17, 2023 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Asset Protection Why a Credit Freeze is the Best Response to a Data Breach The latest data breach may have you worried about your personal information. Learn about a simple step you can take to protect your identity today. The headlines come at us constantly—143...
by Randy Luebke | Nov 16, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning What’s Your Money Archetype? There are eight common money behavior patterns or “archetypes” battling it out in every investor. Being aware of your unconscious attitudes and behaviors toward money can give you an edge in managing your...
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