by Randy Luebke | Aug 7, 2020 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Blog Posts, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan |
ETF or Mutual Fund? ETFs (Exchange Traded Funds) and Mutual Funds are similar in just enough ways to be confusing. ETF’s popularity is YUGE. Does that mean they are better than the traditional mutual fund? Related Article from CNBC: ETF assets rise to record $4...
by Randy Luebke | Jul 30, 2020 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Blog Posts, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Income Crisis We are used to talking about job losses in the midst of a recession. That’s a measurement we’ve seen before. But there’s a new indicator in the spotlight, income loss, and it may just tell us more. Many employers are choosing to hold off layoffs as long...
by Randy Luebke | Jul 24, 2020 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan |
The Smart Tax Planning Newsletter Every month we provide you with a fairly detailed review of several important Tax Topics. Scan through the highlighted topics noted below. This Month’s Edition Includes: Government Clarifies PPP Loan Forgiveness for the...
by Randy Luebke | Jun 22, 2020 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
The Smart Tax Planning Newsletter Every month we provide you with a fairly detailed review of several important Tax Topics. Scan through the highlighted topics noted below. This Month’s Edition Includes: Nine Insights into PPP Loan Forgiveness for the...
by Randy Luebke | Jun 16, 2020 | 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan
Key Tax Changes From The Tax Cuts And Jobs Act As financial professionals, we all have to deal with the fallout of the Tax Cuts and Jobs Act, so I’m enclosing a very handy reference card that I send to all of my clients which, I thought you might find beneficial as...
by Randy Luebke | Jun 9, 2020 | 3-Estate Planning, 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter
The Smart Estate Planning Newsletter Estate Planning Under The New Tax Act: Everyone Needs A Review When was the last time you examined your will or trusts? How about power of attorney or plans to gift assets? Under the new tax act, only eight per 10,000 estates will...
