by Randy Luebke | Apr 25, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, Social Security, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Social Security: The Important Questions Those “How much do you know about Social Security?” quizzes you see online are fun and interesting, but the bigger questions you should be asking are those that can help you get the most out of the program....
by Randy Luebke | Mar 6, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, Social Security, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning: Social Security Rules for Divorced-Spouse Benefits Rules for Divorced-Spouse Benefits In order to qualify for a divorced-spouse benefit a person must: Be finally divorced from the worker on whose record benefits are being claimed Have been...
by Randy Luebke | Feb 3, 2021 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, Social Security, The 4 Essential Elements
Retirement Planning Social Security Changes Could Come As Soon As This Year Amanda Chase, Horsemouth Assistant Editor Newly elected President Joe Biden has a tall list of priorities in his first days in office, with stemming the pandemic chief among them. But experts...
by Randy Luebke | Jan 19, 2021 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Blog Posts, College Planning, CPA/Tax Provider, Financial Edification, Newsletter, Social Security, The 4 Essential Elements, The 4x4 Financial Independence Plan
Monthly Client Newsletter December 2020 Wrapping up 2020 It’s a new year! How did you do with your year-end tax planning? Let’s review some questions and important tax strategies that you might still be able to take advantage of now and start the new year off right...
by Randy Luebke | Jan 11, 2021 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Blog Posts, College Planning, CPA/Tax Provider, Financial Edification, Newsletter, Social Security, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2021 Key Financial Data Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season, leaving you recharged to move full steam ahead into 2021. As we enter a new year, it’s a good time to review your tax plan...
by Randy Luebke | Jun 1, 2015 | 1-Financial Independence Planning, 3-Estate Planning, Annuities, Blog Posts, Social Security
Do you want a quick resource for income tax tables, deduction and contribution limits, virtually all important financial data in one place? Then download this FREE Key Financial Data page and pass this link along to all your friends, family and associates....