by Randy Luebke | Aug 23, 2023 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Tax Exempt Cash Reserve for Elder Care Expenses If you want to be prepared for the possibility that in your later years you might need home nursing care or assistance with daily living activities due to physical or cognitive impairment, watch this...
by Randy Luebke | Aug 17, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning 2023 Health Insurance for S Corporation Owners: An Update Bradford Institute If you operate your business as an S corporation, you continue to enjoy good news in 2023 when it comes to your health insurance. In this article, we give you the ins and outs of...
by Randy Luebke | Aug 9, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Important Updates Regarding Roth IRAs Under SECURE Act 2.0 We are excited to bring your attention to some significant developments regarding Roth IRAs and the recent SECURE Act 2.0. This legislation introduces key provisions that could greatly...
by Randy Luebke | Jul 27, 2023 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning: Securities Q2 2023 Quarter End Securities Update Joseph Maas, Synergy Asset Management Financial Markets Equities. All three major indexes saw substantial gains in the second quarter of 2023, with the Nasdaq Composite up +12.81%, the S&P 500...
by Randy Luebke | Jul 26, 2023 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements
Asset Protection Cybersecurity Monthly Newsletter July 2023 In this issue: Building Powerful Cybersecurity Habits Cybersecurity Shorts Software Updates Welcome to your July Savvy Cybersecurity newsletter. Read on to learn more about: An Apple update you must install A...
by Randy Luebke | Jul 17, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Summer 2023 Key Financial Deadlines As summer unfolds, we are pleased to present our Summer Key Planning & Investment Deadlines guide. In keeping with our quarterly tradition, we have prepared a comprehensive guide outlining the crucial financial...
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