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 | Aug 7, 2020 | 1-Financial Independence Planning, Blog Posts, Events, Past Events-Recorded, Podcasts-Recorded, The 4x4 Financial Independence Plan |
Financial IndependenceA Better PerspectivePodcast Episode 10 Effective Team Management, Delegation & Implementation Strategies Presented by Lance Edwards and Randy Luebke In this episode of “Financial Independence – A Better Perspective”, Lance...
by Randy Luebke | Aug 5, 2020 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan |
The Smart Estate Planning Newsletter The Top 7 Questions for an Effective Beneficiary Audit The question of who inherits your assets becomes more important as you age. A good beneficiary audit can reassure you that the right people will inherit the right accounts and...
by Randy Luebke | Aug 3, 2020 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan |
The Smart Income Independence Planning Newsletter How to Create A Personal Portable Pension That Provides A Guaranteed Income That You Can Never Outlive! When thinking about retirement, one of the biggest fears people today is running out of money. Essentially, there...
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 29, 2020 | 1-Financial Independence Planning, Blog Posts, Events, Past Events-Recorded, Podcasts-Recorded, The 4x4 Financial Independence Plan |
Financial IndependenceA Better PerspectivePodcast Episode 9 Life Insurance: Is It a Miracle, Misunderstood, or Simply a Monster? Presented by Lance Edwards and Randy Luebke In this episode of “Financial Independence – A Better Perspective”, Lance and...
by Randy Luebke | Jul 28, 2020 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan |
The Smart Estate Planning Newsletter 6 Wealth & Success Lessons from The Ultimate Gift Discover what it means to be wealthy or successful. If you’re like most, it takes a few hard knocks to understand what life truly has to offer. Several years ago at the...
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 | Jul 23, 2020 | 1-Financial Independence Planning, Blog Posts, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan |
CFA and CFP Key Differences Professional certifications and designations can open a lot of career doors. Two popular ones in the financial world sound very similar: the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They both require a lot...
by Randy Luebke | Jul 22, 2020 | Blog Posts, CPA/Tax Provider |
5 Things You Need To Know About The SECURE Act The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?” Here’s what you need to know. The SECURE Act, passed in...
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