by Randy Luebke | Oct 20, 2023 | 3-Estate Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Schedule an Appointment HOME EDUCATION Events Podcasts Blog & Newsletters Lifetime Bookstore Resource Directory SERVICES All Services & Products The 4×4 Financial Plan sm Retirement Planning Estate Planning Asset Protection Tax Planning Shop All Services...
by Randy Luebke | Oct 13, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Fall 2023 Key Financial Deadlines As we embrace the arrival of the fourth quarter, I am pleased to share with you our Fall Key Planning & Investment Deadlines guide. Each quarter, I find it valuable to send out a reminder of the significant...
by Randy Luebke | Oct 11, 2023 | Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Health Care Checklist for Finding the Best Coverage Medicare and health insurance open enrollment starts on October 15th. To help you find the best coverage for your money, here’s a step-by-step checklist of health care items to review annually....
by Randy Luebke | Oct 9, 2023 | 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Holding Real Property in a Corporation: Good or Bad Idea? Bradford Institute Real estate prices have cooled off in many parts of the country. In some areas, values are actually dropping after reaching all-time highs in the middle of last year. Gasp! Even...
by Randy Luebke | Sep 26, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning The Smart Tax Planning Newsletter September 2023 In This Issue: HSAs for Business Owners Act Now! Get Your Safe-Harbor Expensing in Place Key Insights into Depreciation HSAs for Business Owners When enacted, the Affordable Care Act (ACA) eliminated most...
by Randy Luebke | Sep 20, 2023 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements
Asset Protection Cybersecurity Monthly Newsletter September 2023 In this issue: Three Scams Targeting College Students Cybersecurity Shorts Software Updates Welcome to your September Savvy Cybersecurity newsletter. Read on to learn more about: A major cyberattack hits...
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