Educational Blog
Financial Edification
Latest News
Browse All Articles, Videos, Podcasts
Reduce Taxes by Using the Best Cryptocurrency Account Method
Tax PlanningBradford Tax InstituteLet’s say you purchased one Bitcoin 14 months ago for $15,000 and another Bitcoin...
Savvy Cybersecurity Quick Reference Guide 2024
Financial GuidesIn today’s digital world, cybersecurity is a growing concern. With data breaches, scams, and identity...
Cybersecurity Business Protection Checklist 2024
Financial Guides In today's digital landscape, safeguarding your business from cybersecurity threats is more crucial...
Inherited an IRA? Four Things Every Beneficiary Should Know
Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax...
Cybersecurity Monthly Newsletter August 2024
Asset Protection In this issue: National Public Data Breach: What You Need to Know About the Massive Cybersecurity...
The Smart Tax Planning Newsletter August 2024
Tax PlanningIn This Issue: Tax Guide to Deducting Long-Term Care Insurance Premiums Smart Solutions That Decrease...
Tax Guide to Deducting Long-Term Care Insurance
Tax PlanningBradford Tax InstituteYou may not have thought much about long-term care insurance—but you should. Chronic...
EP 13. The 7 Benefits of 3rd Generation Annuities
The Financial Independence Now Podcast Hosted by Randy LuebkeIn this episode, I continue my deep dive into annuities,...
Preserve Your Family’s Legacy – 6 Documents All Wealthy Families Need
Estate PlanningYour family’s wealth encompasses much more than just money. You may be surprised at some of the...
Cybersecurity Monthly Newsletter July 2024
Asset Protection In this issue: AT&T Data Breach: What You Need to Know Cybersecurity Shorts Software Updates...
EP 0012. The Three Generations of Annuities
The Financial Independence Now Podcast Hosted by Randy LuebkeIn Episode 12 of the Financial Independence Now podcast,...
11 Financial Tips to Make Caregiving Easier
Tax Planning Caregivers generally tend to their elderly/ disabled family members as a labor of love, but it can also...
Browse By Topic
- Baby Boomers
- Benefits
- Budget
- Capital Gains
- Charity
- Children as employees
- College
- Consumers
- Corporations
- Cost Segregation
- Cybersecurity
- Crypto
- Depreciation
- Disability
- Divorce
- Education
- Employees
- Entertainment
- Estates
- Extensions
- Filing tips
- Form 1099
- Gifts
- Health Care
- Health Savings Account
- Home Office
- Home-Based Business
- Independent Contractor
- Insurance
- Investments
- Investment Properties
- Leases
- Life Insurance
- Loans
- Losses
- Medical
- Parents
- Professionals
- Quick Guide and Checklist
- Real Estate
- Rental Properties
- Retirement
- SECURE Act 2.0
- Self-Employment Tax
- Shared Equity
- Small Business Owner
- Social Security
- Spouse
- Strategies
- Tax Credits
- Tax Exemptions
- Tax Planning
- Tax Tips
- Travel
- W2 Employee
- Vacation
2024 Key Planning & Investment Deadlines for Q3
Financial GuidesSummer is upon us! And it's time for your Summer Key Planning & Investment Deadlines guide. Every...
Did You Overfund a Section 529 Plan? Consider a Roth IRA Rollover
Tax Planning Bradford Tax Institute Have you established, or are you considering, a Section 529 savings plan for a...
Consider a Roth IRA Rollover for an Overfunded Section 529 Plan
Tax Planning Bradford Tax Institute Section 529 college savings plans are a great way to help pay for a child’s or...
Developing a Realizable Vision for Retirement
Retirement PlanningBy Richard AtkinsonRetirement is a totally new stage of life. With some careful prioritizing—and...
Big Tax Changes to Know for 2024
Financial Guides2024 has brought some big tax changes with it. It’s essential to stay informed about these...
2024 Key Planning & Investment Deadlines for Q2
Financial GuidesSpring is coming and to keep you financially organized for Q2, we are providing you with our Spring...
Social Security, Medicare, and HSAs
Retirement PlanningBy Elaine Floyd, CFPIf your employer health plan is a health savings account (HSA) paired with a...
4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement
Retirement PlanningBy Debra Taylor, CPA/PFS, JD, CDFAThe financial puzzle for millennials: What’s the best way to pay...
2024 Key Financial Data Guide
Financial GuidesAs we step into the new year, it's wise to review your tax plan in light of recent changes. Our 2024...
