by Randy Luebke | Nov 9, 2022 | 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 How to Pay for Long-Term Care: 8 Strategies For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not face a financial challenge later....
by Randy Luebke | Oct 24, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Fall 2022 Key Financial Planning & Investment Deadlines Checklist As we head into the fourth quarter, it’s time for your Fall Key Planning & Investment Deadlines postcard. Every quarter, I like to send clients, family, and friends a...
by Randy Luebke | Jul 1, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Summer 2022 Key Financial Planning & Investment Deadlines Checklist Summer is here! And it’s time for your Summer Key Planning & Investment Deadlines guide. Every quarter, I like to send clients, family, and friends a reminder of all...
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...
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