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Cybersecurity Monthly Newsletter December 2020

Asset ProtectionIn 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...

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...

The Smart Tax Planning Newsletter December 2020

Tax PlanningEvery 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...

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...

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...

Savvy Cybersecurity Quick Reference Guide 2021

Asset Protection  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...

Savvy Cybersecurity Business Protection Checklist 2021

Asset ProtectionUse 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...

EPISODE 17 Year-End Tax Savings for W2 Employees and Self-Employed

Financial Independence A Better Perspective PodcastPresented by Lance Edwards and Randy LuebkeIn this episode of “Financial Independence – A Better Perspective”, Lance and Randy discuss year-end tax...

7 Estate Planning Things You Must Do In the Time of Coronavirus

Estate PlanningIf 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...

The Smart Tax Planning Newsletter November 2020

Tax PlanningEvery 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...

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Cybersecurity Monthly Newsletter December 2020

Cybersecurity Monthly Newsletter December 2020

Asset ProtectionIn 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 the cybersecurity news this month such as: A hack...

read more
Monthly Client Newsletter December 2020

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 implementing these tax strategies...

read more
The Smart Tax Planning Newsletter December 2020

The Smart Tax Planning Newsletter December 2020

Tax PlanningEvery 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 loan is for $50,000 or less Four things to know when...

read more
2021 Key Financial Data

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 changes to the tax code and...

read more
Disposable vs. Discretionary Income

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...

read more
Savvy Cybersecurity Quick Reference Guide 2021

Savvy Cybersecurity Quick Reference Guide 2021

Asset Protection  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 boost protection against fraud. IMPORTANT The information contained...

read more
Savvy Cybersecurity Business Protection Checklist 2021

Savvy Cybersecurity Business Protection Checklist 2021

Asset ProtectionUse 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, and take action. IMPORTANT The information contained in...

read more

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