by Randy Luebke | Jun 19, 2021 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Lessons We Learn From Dad – Happy Father’s Day! Happy Father’s Day to all the dads out there! You May Also Like… Lessons We Learn From Dad – Happy Father’s Day! Jun 19, 2021Happy Father's Day to all the dads out there! You May Also...
by Randy Luebke | Jun 15, 2021 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Estate Planning Financial Planning for the Generations In most families, the needs and interests of family members overlap. Even if your money is separate, planning needs to happen for all. It is normal, when working with your financial advisor, to focus on the needs...
by Randy Luebke | Jun 11, 2021 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Retirement Planning Retirement Income: Which Accounts to Tap First Many people assume that when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea; but not always. A basic tenet of tax planning is to put...
by Randy Luebke | Jun 7, 2021 | Blog Posts, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Tax Planning Section 1031 Rules Do you own business or investment property that has gone up in value? Would you like to acquire new property? If you sell the old property, you’ll have to pay tax on your profits. Don’t do that. Instead, do a tax-deferred Section...
by Randy Luebke | Jun 2, 2021 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Tax Planning Do You Have Children Under 17 Years Old? For the 2021 tax year only, the American Rescue Plan Act of 2021 (ARPA) makes big, taxpayer-friendly changes to the federal income tax child tax credit (CTC). Here is what you need to know, starting with some...
by Randy Luebke | May 30, 2021 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements |
Asset Protection Cybersecurity Monthly Newsletter May 2021 In this issue: Colonial Pipeline Pays $5 Million Following Ransomware Attack Cybersecurity Shorts Software Updates Welcome to the May Savvy Cybersecurity newsletter. This month we’ll be sharing...
by Randy Luebke | May 26, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Tax Planning The Smart Tax Planning Newsletter May 2021 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: Self-Employed During the...
by Randy Luebke | May 24, 2021 | Annuities, Blog Posts, Financial Edification, Life Insurance, Long-term Care Insurance, Newsletter, Products, The 4x4 Financial Independence Plan |
How Safe Is My Money with a Life Insurance Company vs. a Bank? Many times we are asked, “Is my money safe with an insurance company?” It’s a legitimate question. After all, you are entrusting your money to an insurance company for 10, 20, 30 years or more, and even...
by Randy Luebke | May 21, 2021 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Estate Planning Handling Key Non-Tax Financial Issues When a Loved One Passes Away (Part 3) A financially comfortable loved one has passed away. During this time of seemingly endless bad news, that’s not an uncommon situation. Sad but true. The now-deceased...
by Randy Luebke | May 20, 2021 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Estate Planning Tax Considerations When a Loved One Passes Away (Part 2) A financially comfortable loved one has passed away. In this year of seemingly endless bad news, that’s not an uncommon situation—sad but true. The now-deceased loved one may have been...
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