by Randy Luebke | Feb 7, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2023 Retirement Calendar Checklist Have you ever stopped to think about all of the paperwork and deadlines involved in retirement? Most of us assume we will be traveling and enjoying our grandkids, not recognizing the work that needs to be done...
by Randy Luebke | Jan 16, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2023 Key Financial Data Guide Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season. I hope 2023 brings good fortune and health to you all. Today, I’m providing you with a very handy reference...
by Randy Luebke | Dec 6, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2022 Last-Chance Financial Planning Checklist It’s that time of year again when I like to send out my Last-Chance Financial Planning Checklist to all my family, friends, and clients. It’s a quick way to determine if you need to take actions before...
by Randy Luebke | Oct 24, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Fall 2022 Key Financial Planning & Investment Deadlines Checklist As we head into the fourth quarter, it’s time for your Fall Key Planning & Investment Deadlines postcard. Every quarter, I like to send clients, family, and friends a...
by Randy Luebke | Jul 1, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Summer 2022 Key Financial Planning & Investment Deadlines Checklist Summer is here! And it’s time for your Summer Key Planning & Investment Deadlines guide. Every quarter, I like to send clients, family, and friends a reminder of all...