by Randy Luebke | Jan 16, 2020 | 1-Optimize Everything, 3-Estate Planning, 4-Invest for Independence, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements |
The Smart Estate Planning Newsletter Controlling Your IRA Assets from the Grave Protect IRA Assets from Your Children’s Poor Decisions More and more wealth over the coming years will transfer between generations as our population ages. Investment News stated...
by Randy Luebke | Jan 6, 2020 | 1-Optimize Everything, 4-Invest for Independence, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan |
The 4×4 Financial Independence Plansm Essential Element #1 – Income Planning The 4×4 Financial Independence Plan sm is a unique and proprietary system. At its core, it is a very simple and easy to understand system. Yet, as you dig deeper into the...
by Randy Luebke | Jan 2, 2020 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements |
The Smart Income Independence Planning Newsletter Financial planning is not a new phenomenon. It’s been around for 50+ years. While financial planning has been around a long time, the question is whether most financial plans accomplished the goals they set out to...
by Randy Luebke | Jan 1, 2020 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Happy New Year to you and your family! I hope the last several weeks have been merry and festive, leaving you recharged to move full steam ahead into the new decade! Today, I have prepared a very handy reference card to help with your finances for the rest of the...
by Randy Luebke | Dec 16, 2019 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, Blog Posts, Financial Edification, The 4 Essential Elements
Key Guideline 2019 Last Chance Financial Checklist Shape up your personal finances for a great year-end! Enclosed is your 2019 Last-Chance Checklist. We call this checklist “Last Chance” because it reminds us to take a look at some areas – like taxes,...
by Randy Luebke | Nov 18, 2019 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
The Smart Tax Planning Newsletter Tax Tips November 2019 Year-End Strategy Edition Below is a fairly detailed review of several important Tax Topics. I will provide you with a similar synopsis each month. I realize that not all of this information will be...
by Randy Luebke | Nov 14, 2019 | 1-Financial Independence Planning, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4x4 Financial Independence Plan
The Smart Tax Planning Newsletter 9 Reasons You Should Consult With Your CPA Before Year-End While the national focus has been on uncertainty around the new tax law, there are many individual tax-planning opportunities you should consider before year-end to ensure you...
by Randy Luebke | Oct 25, 2019 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, The 4 Essential Elements
The 2018 Tax Reform bill, referred to as the Tax Cuts and Jobs Act (TCJA), is the most comprehensive tax reform bill to pass Congress in decades. While understanding everything that changed with this bill is completely unnecessary, understanding what changes will...
by Randy Luebke | Oct 25, 2019 | 4-Tax Planning, Blog Posts, Financial Edification, Long-term Care Insurance, Newsletter
The Smart Tax Planning – October 2019 Below is a fairly detailed review of several important Tax Topics. I will provide you with a similar synopsis each month. I realize that not all of this information will be important to everyone. Therefore, to make...
