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EP 0007. Disciple vs Desire
The Financial Independence Now PodcastHosted by Randy LuebkeWelcome to Episode 0007, "Discipline vs Desire." In this...
When a Bad Executor Ignores Your Will
Estate Planningby Elaine Floyd, CFPAn untrustworthy executor can foil even the most well-designed estate plan. Use...
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...
A Securities Market Update for You – May 2023
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Last week ended with a...
EP 0006. What is a Fiduciary?
The Financial Independence Now PodcastHosted by Randy LuebkeIn episode 0006 we dive into the often-misunderstood world...
Inflation Update May 2023
Asset ProtectionSynergy Asset Management, LLCSummary: Consumer-focused measures of inflation, such as CPI and PCE have...
Why You Need an Estate Plan
Estate PlanningWhoever won that ginormous $997.6 million cash value Powerball jackpot last November needs some serious...
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...
Six Answers for Small and Solo Businesses about Health Insurance
Retirement PlanningBradford Tax InstituteIn this article, we answer some questions that will benefit small and...
Cybersecurity Monthly Newsletter May 2023
Asset ProtectionIn this issue: Goodbye to the password? Cybersecurity Shorts Software Updates Welcome to your May...
EP 0005. The Three States of Money
Financial Independence Now PodcastHosted by Randy LuebkeDo you remember back in high school when you were taught that...
A Workable Solution for Baby Boomers Near Retirement
Retirement PlanningWorried about having enough saved for retirement? Here’s a simple approach: work just a few years...
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2022 Last-Chance Financial Planning Checklist
Financial Guides It’s that time of year again when I like to send out my Last-Chance Financial Planning Checklist to...
Last Minute Retirement Reminder
Retirement PlanningThe clock continues to tick. Your retirement is one year closer. You have time before December 31...
How to Pay for Long-Term Care: 8 Strategies
Retirement PlanningFor most, it is difficult to think about the possibility of needing long-term care. But many will...
Fall 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesAs we head into the fourth quarter, it's time for your Fall Key Planning & Investment Deadlines...
Series I Bonds
Retirement PlanningThrough October 2022, you can buy Series I bonds that pay 9.62 percent interest. And you receive...
Summer 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesSummer is here! And it's time for your Summer Key Planning & Investment Deadlines guide. Every...
Tax-Smart Strategies to Pay for College
Tax PlanningA special report by the Bradford Tax InstituteIn this newsletter we review: How Are 529 College Savings...
Spring 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesSpring is here! As some of you may or may not know, every quarter I like to send my clients, family,...
Essential Tax Tips for IRAs
Tax PlanningDenise Appleby, APA, CISP, CRC, CRPS, CRSPWoe to the taxpayer who runs afoul of the numerous and confusing...