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Q2 2023 Quarter End Securities Update
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Equities. All three major indexes saw substantial gains in the second quarter of 2023, with the Nasdaq Composite up +12.81%, the S&P 500 up +8.3%, and the Dow Jones Industrial...
Cybersecurity Monthly Newsletter July 2023
Asset ProtectionIn this issue: Building Powerful Cybersecurity Habits Cybersecurity Shorts Software Updates Welcome to your July Savvy Cybersecurity newsletter. Read on to learn more about: An Apple update you must install A data breach at one of the nation's largest...
Summer 2023 Key Financial Deadlines
Financial GuidesAs summer unfolds, we are pleased to present our Summer Key Planning & Investment Deadlines guide. In keeping with our quarterly tradition, we have prepared a comprehensive guide outlining the crucial financial deadlines for the next three months....
The Smart Tax Planning Newsletter June 2023
Tax PlanningIn this issue: Act Now to Qualify for your 2020 and 2021 ERC Money Claim Your 2020 Covid Sick and Family Leave Credits Today Cleaning Personnel and Your Home-Office Deduction Shutting Down a C Corporation Act Now to Qualify for Your 2020 and 2021 ERC Money...
EP 0007. Disciple vs Desire
The Financial Independence Now PodcastHosted by Randy LuebkeWelcome to Episode 0007, "Discipline vs Desire." In this episode, we unravel a powerful truth: Discipline alone isn't enough to sustain you on the path to achieving your most cherished goals. Discipline can...
When a Bad Executor Ignores Your Will
Estate Planningby Elaine Floyd, CFPAn untrustworthy executor can foil even the most well-designed estate plan. Use these guidelines to select a reliable executor—one who will assure that assets pass to their rightful heirs.Think about what will happen to your assets...
One Ugly Rule for Owners of S Corporations Deducting Health Insurance
Tax PlanningBradford Tax InstituteAn ugly rule applies to how S corporation owners deduct the cost of health insurance that a corporation puts on its W-2s. The words that make this an ugly rule are “earned income,” and this is unusual because you generally think of...
A Securities Market Update for You – May 2023
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Last week ended with a resolution to the national debt ceiling issue and a unique May jobs report that sent equities higher for the week, all of which changed the outlook for the...
EP 0006. What is a Fiduciary?
The Financial Independence Now PodcastHosted by Randy LuebkeIn episode 0006 we dive into the often-misunderstood world of financial advisors, and the distinction between fiduciary and non-fiduciary advisors. In this eye-opening presentation, we will help you to...
Inflation Update May 2023
Asset ProtectionSynergy Asset Management, LLCSummary: Consumer-focused measures of inflation, such as CPI and PCE have been trending down but remain elevated, while the Producer Price Index points to a hopeful reality if producers chose to pass on lower inflation....
Why You Need an Estate Plan
Estate PlanningWhoever won that ginormous $997.6 million cash value Powerball jackpot last November needs some serious estate planning advice. Ditto for the winner of the $724.6 million cash value Mega Millions jackpot in January.1 Sadly, you did not win either. Nor...
The Smart Tax Planning Newsletter May 2023
Tax PlanningIn this issue: Tax Credits for Electric Vehicles: The Latest from the IRS Using Family Loans to Secure Better Home Loan Interest Rates Basic Estate Planning One Ugly Rule for S Corp Owners Deducting Health Insurance Tax Credits for Electric Vehicles: The...
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Inflation Update May 2023
Asset ProtectionSynergy Asset Management,...
Six Answers for Small and Solo Businesses about Health Insurance
Retirement PlanningBradford Tax InstituteIn this...
A Workable Solution for Baby Boomers Near Retirement
Retirement PlanningWorried about having enough...
Social Security: The Important Questions
Retirement PlanningThose “How much do you know...
Spring 2023 Key Financial Deadlines
Financial GuidesSpring is upon us. This means...
5 Tax Gotchas In Retirement
Tax PlanningIf you are wealthy and reaching your...
Rules for Divorced-Spouse Benefits
Retirement Planning: Social SecurityRules for...
Inflation Update February 2023
Retirement Planning: SecuritiesJoseph Maas,...
A Securities Market Update for You – January 2023
Retirement Planning: SecuritiesJoseph Maas,...
