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EP 0012. The Three Generations of Annuities

by | July 25, 2024 | Blog Posts, Events, Financial Independence - A Better Perspective | 0 Comments

The Financial Independence Now Podcast Hosted by Randy LuebkeIn Episode 12 of the Financial Independence Now podcast, host Randy Luebke, discusses the topic of annuities, clearing up many common...
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11 Financial Tips to Make Caregiving Easier

by | July 8, 2024 | Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Tax Planning Caregivers generally tend to their elderly/ disabled family members as a labor of love, but it can also be taxing for them financially and otherwise. These 11 tips can help you manage...
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EP 0011. Budgeting for Dummies

by | July 2, 2024 | Blog Posts, Events, Financial Independence - A Better Perspective | 0 Comments

The Financial Independence Now Podcast Hosted by Randy LuebkeIn this episode of Financial Independence Now, host Randy Luebke dives into one of the most crucial yet challenging aspects of financial...
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2024 Key Planning & Investment Deadlines for Q3

by | July 1, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Financial GuidesSummer is upon us! And it's time for your Summer Key Planning & Investment Deadlines guide. Every quarter, I like to send clients, family, and friends a reminder of all the key...
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Cybersecurity Monthly Newsletter June 2024

by | June 28, 2024 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements | 0 Comments

Asset Protection In this issue: Microsoft Recall Feature Raising Security Concerns Cybersecurity Shorts Software Updates Microsoft's Recall Feature Raising Security Concerns Microsoft's new...
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Tax Rules for Providing Free Meals and/or Lodging to Employees

by | June 21, 2024 | 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Tax Planning Bradford Tax Institute Here’s the good news: Section 119 of our beloved Internal Revenue Code allows your business to provide free meals and/or lodging to employees on a tax-free basis...
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Did You Overfund a Section 529 Plan? Consider a Roth IRA Rollover

by | June 5, 2024 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Tax Planning Bradford Tax Institute Have you established, or are you considering, a Section 529 savings plan for a child, grandchild, or other family member?Such plans are a great way to help pay...
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Consider a Roth IRA Rollover for an Overfunded Section 529 Plan

by | June 3, 2024 | 4-Tax Planning, Blog Posts, College Planning, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Tax Planning Bradford Tax Institute Section 529 college savings plans are a great way to help pay for a child’s or other family member’s college education.  Contributions are not federally...
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Cybersecurity Monthly Newsletter May 2024

by | May 30, 2024 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements | 0 Comments

Asset Protection In this issue: Financial Sextortion: The dangerous rising scam affecting minors Cybersecurity Shorts Software Updates Welcome to your May Savvy Cybersecurity newsletter. Read on to...
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Rules for Turning Your Vacation – Even a Luxurious One – Into Tax-Deductible Business Travel

by | May 29, 2024 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 Comments

Tax Planning Bradford Tax Institute When you convert your vacation into a business trip, your transportation expenses suddenly become deductible. And when you travel for business, you deduct the...
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