by Randy Luebke | Mar 12, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan |
Retirement Planning Social Security, Medicare, and HSAs By Elaine Floyd, CFP If your employer health plan is a health savings account (HSA) paired with a high-deductible health plan (HDHP), you may have a problem when you turn 65. Why? Because once you enroll in...
by Randy Luebke | Feb 16, 2024 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning 4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement By Debra Taylor, CPA/PFS, JD, CDFA The financial puzzle for millennials: What’s the best way to pay off student debt while saving toward retirement? Here...
by Randy Luebke | Jan 30, 2024 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements
Asset Protection Cybersecurity Monthly Newsletter January 2024 In this issue: 2024: Perform a Cybersecurity Audit Cybersecurity Shorts Software Updates Welcome to your January Savvy Cybersecurity newsletter. Read on to learn more about: AI tools being used by US spies...
by Randy Luebke | Jan 26, 2024 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Real Estate Rentals: Recent Tax Insights An Exclusive Report fromBradford Tax Institute Key Topics Include: How to Project If a Rental Property Is a Winner Defining “Real Estate Investor” and “Real Estate Dealer” Real Estate Investment Boot Camp Holding...
by Randy Luebke | Jan 17, 2024 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, Real Estate, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Beware: New 2024 Businesses and Rentals Trigger FinCEN Filings Bradford Institute If you start a small business or buy a rental property using a new limited liability company (LLC) this year, you can trigger the need to file new federal reports and keep...
by Randy Luebke | Jan 15, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2024 Key Financial Data Guide As we step into the new year, it’s wise to review your tax plan in light of recent changes. Our 2024 Key Financial Data Guide is your go-to resource, providing quick access to this year’s critical figures covering...