by Randy Luebke | May 23, 2022 | 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 2022 Every month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below. In This Month’s Newsletter We Review: Donor-Advised Funds: A Tax...
by Randy Luebke | May 10, 2022 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Tax-Smart Strategies to Pay for College A special report by the Bradford Tax Institute In this newsletter we review: How Are 529 College Savings Account Withdrawals Taxed? Child’s College: Use a 529 Plan or Tap Your Roth IRA? Tax-Smart College...
by Randy Luebke | Apr 30, 2022 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements
Asset Protection Cybersecurity Monthly Newsletter April 2022 In this issue: Medicare Scams: What You Need to Know Cybersecurity Shorts Software Updates Welcome to your April Savvy Cybersecurity newsletter. Read on to learn more about: The urgent need for cybersecurity...
by Randy Luebke | Apr 30, 2022 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning The Smart Tax Planning Newsletter April 2022 Every month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below. In This Month’s Newsletter We Review: Health Savings Accounts:...
by Randy Luebke | Apr 22, 2022 | Blog Posts, Financial Edification, Newsletter, Real Estate, Securities, The 4 Essential Elements, The 4x4 Financial Independence Plan
SECURITIES With evidence of inflation all around us mortgage rates are, predictably, up. Does this mean home prices will now decline? I don’t think so and here are 9 reasons why. 9 Reasons Why This is Not 2008 All Over Again & Why a Big Correction in Home...
by Randy Luebke | Apr 20, 2022 | Blog Posts, Financial Edification, Newsletter, Retirement Planning, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Why Open a 𝙢𝙮 Social Security Account? You might assume it’s safer to keep your personal details—especially your Social Security number—off the internet. Actually, setting up a my Social Security account is an important step toward protecting...
by Randy Luebke | Apr 15, 2022 | Blog Posts, Financial Edification, Newsletter, Securities, The 4 Essential Elements, The 4x4 Financial Independence Plan
SECURITIES Peter Lynch once said “I always thought if you looked at ten companies, you’d find one that’s interesting, if you’d look at 20, you’d find two, or if you look at hundred you’ll find ten. The person that turns over the most...
by Randy Luebke | Apr 6, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Spring 2022 Key Financial Planning & Investment Deadlines Checklist Spring is here! As some of you may or may not know, every quarter I like to send my clients, family, and friends all the key financial deadlines heading our way over the next...
by Randy Luebke | Mar 31, 2022 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements
Asset Protection Cybersecurity Monthly Newsletter March 2022 In this issue: Russia-Ukraine War: Cybersecurity Implications Cybersecurity Shorts Software Updates Welcome to your March Savvy Cybersecurity newsletter. Read on to learn more about: Cyber threats related to...
by Randy Luebke | Mar 28, 2022 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning The Smart Tax Planning Newsletter March 2022 Every month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below. In This Month’s Newsletter We Review: New Hope for Restoring and...
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