by Randy Luebke | Jan 21, 2021 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements |
Asset Protection Cybersecurity Monthly Newsletter December 2020 In this issue: Massive hack hits U.S. government agencies and Fortune 500 companies Cybersecurity shorts Software updates Welcome to December’s Savvy Cybersecurity newsletter. Read on to learn about...
by Randy Luebke | Jan 19, 2021 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Blog Posts, College Planning, CPA/Tax Provider, Financial Edification, Newsletter, Social Security, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Monthly Client Newsletter December 2020 Wrapping up 2020 It’s a new year! How did you do with your year-end tax planning? Let’s review some questions and important tax strategies that you might still be able to take advantage of now and start the new year off right...
by Randy Luebke | Jan 18, 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 December 2020 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: Good news if your PPP...
by Randy Luebke | Jan 11, 2021 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Blog Posts, College Planning, CPA/Tax Provider, Financial Edification, Newsletter, Social Security, The 4 Essential Elements, The 4x4 Financial Independence Plan |
2021 Key Financial Data Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season, leaving you recharged to move full steam ahead into 2021. As we enter a new year, it’s a good time to review your tax plan in light of...
by Randy Luebke | Jan 11, 2021 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Disposable vs. Discretionary Income What’s the difference between disposable income and discretionary income? “How much disposable income do you have?” Doesn’t mean income you can throw away. You May Also Like… Disposable vs....
by Randy Luebke | Jan 8, 2021 | 2-Asset Protection, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements |
Asset Protection Savvy Cybersecurity Quick Reference Guide 2021 A scorecard to measure your cybersecurity levels, a checklist for actions to take to boost your security, and a “My Action Plan” so you’ll know the next steps to take to immediately...
by Randy Luebke | Jan 8, 2021 | 2-Asset Protection, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements |
Asset Protection Savvy Cybersecurity Business Protection Checklist 2021 Use the following topics and questions to guide a cybersecurity discussion with your security professionals and management team. The goal is to share information, identify problems and strengths,...
by Randy Luebke | Dec 29, 2020 | 4-Tax Planning, Blog Posts, Events, Past Events-Recorded, Podcasts-Recorded, The 4x4 Financial Independence Plan |
Financial Independence A Better Perspective Podcast EPISODE 17 Year-End Tax Savings for W2 Employees and Self-Employed Presented by Lance Edwards and Randy Luebke In this episode of “Financial Independence – A Better Perspective”, Lance and Randy discuss year-end tax...
by Randy Luebke | Dec 28, 2020 | 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Estate Planning 7 Estate Planning Things You Must Do In the Time of Coronavirus If you get sick and require hospitalization due to COVID-19, you will be immediately isolated from family. So the time to finish up any unresolved advance planning and organization is now....
by Randy Luebke | Dec 22, 2020 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning The Smart Tax Planning Newsletter November 2020 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: 2020 Last-Minute...