by Randy Luebke | Apr 6, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Spring 2022 Key Financial Planning & Investment Deadlines Checklist Spring is here! As some of you may or may not know, every quarter I like to send my clients, family, and friends all the key financial deadlines heading our way over the next...
by Randy Luebke | Feb 13, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides New Retirement Rules – What you need to know about the SECURE Act There have been some major retirement rule changes following the passage of the SECURE Act and you may have questions on what it means for your retirement plans. Our “New...
by Randy Luebke | Jan 20, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Winter 2022 Key Financial Planning & Investment Deadlines Checklist Do you know what days the market closes for 2022? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end?...
by Randy Luebke | Jan 18, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2022 Retirement Calendar Checklist This Checklist gives you the guidance you need on taxes, Social Security, Medicare, retirement account distributions, year-end tasks, and more. It compiles multiple deadlines and tasks in a simple month-by-month...
by Randy Luebke | Jan 14, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2022 Key Financial Data Guide The 2022 Key Financial Data reference guide puts many important financial numbers right at your fingertips—in a simple graphic format. Organize your finances at your convenience without having to search the internet for...