by Randy Luebke | Nov 14, 2019 | 1-Financial Independence Planning, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4x4 Financial Independence Plan
Tax Planning 9 Reasons You Should Consult With Your CPA Before Year-End While the national focus has been on uncertainty around the new tax law, there are many individual tax-planning opportunities you should consider before year-end to ensure you are getting the best...
by Randy Luebke | Oct 25, 2019 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, The 4 Essential Elements
The 2018 Tax Reform bill, referred to as the Tax Cuts and Jobs Act (TCJA), is the most comprehensive tax reform bill to pass Congress in decades. While understanding everything that changed with this bill is completely unnecessary, understanding what changes will...
by Randy Luebke | Jan 31, 2017 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, Blog Posts, Financial Edification, Securities
OnPointe Risk Analyzer-Make Better, Smarter, Safer Choices and Financial Decision With Your Investments I’ve incorporated a new tool that I would like you to try called OnPointe Risk Analyzer. The essence of the program is to evaluate your overall level of...
by Randy Luebke | Jan 30, 2017 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Life Insurance, Securities, The 4 Essential Elements, The 4 Sequential Steps, The 4x4 Financial Independence Plan
The Cash Balance Plan is a retirement plan designed to primarily benefit older and/or highly compensated business owners and highly valued employees. Unlike a traditional 401k or IRA plans that limit one’s tax-deferred contributions to relatively small amounts,...
by Randy Luebke | Mar 22, 2016 | 1-Financial Independence Planning, 1-Optimize Everything, 2-Asset Protection, 4-Invest for Independence, Annuities, Blog Posts, Financial Edification, Products, The 4 Essential Elements, The 4x4 Financial Independence Plan
Certificates of deposit (CDs) are intended for the ultra-conservative investor. Why are they appealing to so many? They are touted as the “safe” investment option with essentially no risk as they are not tied to the stock market. However, how “safe” are they really...
by Randy Luebke | Dec 15, 2015 | 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Real Estate, The 4x4 Financial Independence Plan
The qualifications for Real Estate Professional are fairly complex. The benefits of becoming qualified as a Real Estate Professional, however, are generally well worth the effort. One of the qualifications of a Real Estate Professional is based on the “Material...
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