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Cybersecurity Monthly Newsletter September 2023
Asset ProtectionIn this issue: Three Scams Targeting College Students Cybersecurity Shorts Software Updates Welcome to your September Savvy Cybersecurity newsletter. Read on to learn more about: A major cyberattack hits Vegas The long list of software you should...
Big Tax Changes to Know for 2023
Tax PlanningWe want to bring to your attention some crucial tax changes and updates that will impact individuals and businesses in 2023. It's essential to stay informed about these developments to ensure compliance and make the most of available opportunities. ...
2023 Federal Tax Calendar for Small Business Owners and Self-Employed
Tax PlanningFor small businesses, staying on top of your tax deadlines is no easy task.Here's a helper for those deadlines: Bradford Tax Institute's 2023 Federal Tax Calendar, tailored for small businesses and self-employed taxpayers. The 2023 Federal Tax Calendar is...
6 Factors That Predict a Student’s College Success
Retirement PlanningSome parents are obsessed with getting their children into top-ranked schools no matter the cost. You can save a lot of money by understanding what truly leads to the best outcomes for your children.With some schools now costing more than $300,000...
Cybersecurity Monthly Newsletter August 2023
Asset ProtectionIn this issue: AI and Phishing: The New Threats Cybersecurity Shorts Software Updates Welcome to your August Savvy Cybersecurity newsletter. Read on to learn more about: The new SEC cybersecurity rule Software you should update immediately And much...
The Smart Tax Planning Newsletter August 2023
Tax PlanningIn this issue: ICHRA Unleashed: Transforming Small Business Health Benefits Key Insights on the ICHRA for Small Businesses Update on State Pass-Through Entity Taxes Beating the SALT ICHRA Unleashed: Transforming Small Business Health Benefits The...
EP 0010. Roth Math
The Financial Independence Now PodcastHosted by Randy LuebkeIn this episode of The Financial Independence Now podcast we debunk several common myths and misinformation surrounding Roth conversions. We call this “Roth Math” and most people don’t understand it. ...
EP 0009. The Four Sequential Steps
The Financial Independence Now PodcastHosted by Randy LuebkeIn this episode, Randy Luebke, president and founder of Lifetime Paradigm, takes you through the four sequential steps to achieve financial independence. Randy breaks down each step and highlights why people...
Tax Exempt Cash Reserve for Elder Care Expenses
Retirement PlanningIf you want to be prepared for the possibility that in your later years you might need home nursing care or assistance with daily living activities due to physical or cognitive impairment, watch this short video to learn how you can double or triple...
2023 Health Insurance for S Corporation Owners: An Update
Tax PlanningBradford InstituteIf you operate your business as an S corporation, you continue to enjoy good news in 2023 when it comes to your health insurance. In this article, we give you the ins and outs of what you need to do with your S corporation to ensure your...
EP 0008. The Four Essential Elements
The Financial Independence Now PodcastHosted by Randy LuebkeIn this episode of the Financial Independence Now podcast, Randy Luebke introduces the concept of The 4 Essential Elements as part of The 4x4 Financial Independence Plan sm. The 4x4 Financial Independence...
Important Updates Regarding Roth IRAs Under SECURE Act 2.0
Retirement PlanningWe are excited to bring your attention to some significant developments regarding Roth IRAs and the recent SECURE Act 2.0. This legislation introduces key provisions that could greatly impact your retirement and financial planning strategies. Below,...
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Big Tax Changes to Know for 2023
Tax PlanningWe want to bring to your attention...
2023 Federal Tax Calendar for Small Business Owners and Self-Employed
Tax PlanningFor small businesses, staying on top...
6 Factors That Predict a Student’s College Success
Retirement PlanningSome parents are obsessed...
Tax Exempt Cash Reserve for Elder Care Expenses
Retirement PlanningIf you want to be prepared...
Important Updates Regarding Roth IRAs Under SECURE Act 2.0
Retirement PlanningWe are excited to bring your...
Q2 2023 Quarter End Securities Update
Retirement Planning: SecuritiesJoseph Maas,...
Summer 2023 Key Financial Deadlines
Financial GuidesAs summer unfolds, we are...
One Ugly Rule for Owners of S Corporations Deducting Health Insurance
Tax PlanningBradford Tax InstituteAn ugly rule...
A Securities Market Update for You – May 2023
Retirement Planning: SecuritiesJoseph Maas,...
