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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...
Helicopter View of 2023 Meals and Entertainment
Tax PlanningAs a tax consultant, I want to provide you with the latest updates on the business meal deduction for the...
Cybersecurity Monthly Newsletter April 2023
Asset ProtectionIn this issue: Cybersecurity and AI: The Bad Cybersecurity Shorts Software Updates Welcome to your...
Social Security: The Important Questions
Retirement PlanningThose “How much do you know about Social Security?” quizzes you see online are fun and interesting,...
SECURE 2.0 Adds New Escapes from the 10% Early Withdrawal Penalty
Tax PlanningIn late 2022, Congress passed the SECURE 2.0 Act, which made several changes to tax-advantaged retirement...
EP 0004. The Penny Story
Financial Independence Now PodcastHosted by Randy LuebkeIn this episode of the Financial Independence Now podcast,...
EP 0003. The Perfect Investment
Financial Independence Now PodcastHosted by Randy LuebkeAre you searching for the perfect investment that will pave...
EP 0002. My 3 Favorite Investments
Financial Independence Now PodcastHosted by Randy LuebkeDiscover the secrets to becoming Financially Independent;...
EP 0001. What is Financial Independence?
Financial Independence Now PodcastHosted by Randy LuebkeThis is the inaugural episode of "Financial Independence Now",...
Spring 2023 Key Financial Deadlines
Financial GuidesSpring is upon us. This means it's time for the Spring Key Planning & Investment Deadlines. Every...
5 Tax Gotchas In Retirement
Tax PlanningIf you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create...
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How College 529 Savings Account Withdrawals Are Taxed & Why You May NOT Want to Use a 529 Plan Altogether
Tax Planningby the Bradford Tax InstituteSection 529 college savings plans have been around long enough that...
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...
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...
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...
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...
Key College Funding Data 2021-2022
Retirement PlanningI know that figuring out how to pay for college is one of the biggest challenges families face...