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New Retirement Rules – What you need to know about the SECURE Act
Financial GuidesThere have been some major retirement rule changes following the passage of the SECURE Act and you may...
Deducting Meals and Entertainment in 2021 -2022
Tax PlanningA special report by the Bradford Tax InstituteHow much can you deduct for business meals and...
Cybersecurity Monthly Newsletter January 2022
Asset ProtectionIn this issue: Cybersecurity Shorts Software Updates Happy New Year! We hope 2022 has been good to you...
The Smart Tax Planning Newsletter January 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Principal Residence Gain Exclusion Break
Tax PlanningBradford Tax InstituteIn this newsletter: Gain Exclusion Basics Pass the Ownership and Use Tests What...
Winter 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesDo you know what days the market closes for 2022? Or when different tax forms are due? Or when the...
2022 Retirement Calendar Checklist
Financial GuidesThis Checklist gives you the guidance you need on taxes, Social Security, Medicare, retirement account...
2022 Key Financial Data Guide
Financial GuidesThe 2022 Key Financial Data reference guide puts many important financial numbers right at your...
The Smart Tax Planning Newsletter October 2021
Tax-Saving TipsTaxation of 529 College Savings Account Withdrawals The big advantage of 529 plans is that qualified...
Cybersecurity Monthly Newsletter September 2021
Asset ProtectionIn this issue: The Importance of Updating Your Software Always: Apple and Google Savvy Cybersecurity...
The Smart Tax Planning Newsletter September 2021
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Building Health Care Costs into Retirement Planning
Retirement PlanningHealth care planning is a sensitive subject that often takes you and your advisor places you don’t...
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Retirement PlanningIf you have been laid off or face business downturns, you may wonder if you should claim Social...
EPISODE 14 Year-End Planning and Reducing Your 2020 Tax Bill
Financial IndependenceA Better PerspectivePodcastPresented by Lance Edwards and Randy LuebkeIn this episode of...
Scrooge Business Lessons
Scrooge learned giving brings joy. What would happen if he applied that lesson to how he ran his business? One study...
400th Anniversary of the Mayflower
Who paid for the Mayflower? This year marks the 400th anniversary fo the Mayflower's crossing of the Atlantic. The...
EPISODE 13 Cost Segregation
Financial IndependenceA Better PerspectivePodcastPresented by Lance Edwards and Randy LuebkeIn this episode of...
Can the S&P 500 Predict the Presidential Winner?
I recently saw some stats on using the S&P 500 to predict the winner of the presidential election and I thought...
EPISODE 12 Self-Directing Your Retirement Options
Financial IndependenceA Better PerspectivePodcastPresented by Lance Edwards and Randy LuebkeIn this episode of...
Family Income Protection
If you have dependents (children, spouse or parents) who must rely on you and your income for financial security,...
Home Equity Conversion
If you own your home, and you have at least 50% equity to market value, watch this video to learn how you can (and why...