by Randy Luebke | Jun 6, 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 A Securities Market Update for You – May 2023 Joseph Maas, Synergy Asset Management Financial Markets Last week ended with a resolution to the national debt ceiling issue and a unique May jobs report that sent equities higher for...
by Randy Luebke | Jun 4, 2023 | 1-Financial Independence Planning, 2-Asset Protection, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Asset Protection Inflation Update May 2023 Synergy Asset Management, LLC Summary: Consumer-focused measures of inflation, such as CPI and PCE have been trending down but remain elevated, while the Producer Price Index points to a hopeful reality if producers chose to...
by Randy Luebke | Jun 2, 2023 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Estate Planning Why You Need an Estate Plan Don’t Fixate on the Big Federal Estate Tax Exemption You are probably among the vast majority who are not currently exposed to the federal estate tax, thanks to today’s ultra-generous $12.92 million exemption for singles—or...
by Randy Luebke | May 31, 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 May 2023 In this issue: Tax Credits for Electric Vehicles: The Latest from the IRS Using Family Loans to Secure Better Home Loan Interest Rates Basic Estate Planning One Ugly Rule for S Corp Owners Deducting Health...
by Randy Luebke | May 30, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Six Answers for Small and Solo Businesses about Health Insurance Bradford Tax Institute In this article, we answer some questions that will benefit small and solo-owned businesses, including: What steps do I take to properly reimburse...
by Randy Luebke | May 24, 2023 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements
Asset Protection Cybersecurity Monthly Newsletter May 2023 In this issue: Goodbye to the password? Cybersecurity Shorts Software Updates Welcome to your May Savvy Cybersecurity newsletter. Read on to learn more about: Salesforce websites leaking data New AI...
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