Jacob Kuebler

Small business owner and CFP(R) bringing action based financial planning to the busy, young professional.

[Jacob Kuebler @jakekuebler]

Finally got @TaraKuebler to suggest listening to NPR on the car. @waitwait must be a gateway show

[Jacob Kuebler @jakekuebler]

How The Best Financial Advisor Websites Turn Visitors Into Prospects And Clients https://t.co/Vyx9fubE1f via @MichaelKitces

[Jacob Kuebler @jakekuebler]

Final tax return submitted. 93 completed, 1 on extension. Tonight we celebrate with Bluestem Staff Cookout #TaxDay

[Jacob Kuebler @jakekuebler]

@CarolynMcC haha...I had the same issue with @StateFarm and this strategy worked

[Jacob Kuebler @jakekuebler]

While @LPL needs yr 2 figure out how 2 put clients interests first, @ACP_Planners @NAPFA figured it out 20+ yrs ago https://t.co/MdTOlkAFdT

[Jacob Kuebler @jakekuebler]

@StateFarm Marketing strategy = brute force. Repeat mailer 5x daily until results are achieved

[MichaelKitces @MichaelKitces]

Spoken like a guy who claims to be an advisor but earns money for sale of commissioned products. Because he does. https://t.co/Syq9nnzbRB

[Jacob Kuebler @jakekuebler]

@MichaelKitces @garrettcraw @BillWinterberg You could try @provirtual. She has done a bunch with @ACP_Planners Advisors

[Jacob Kuebler @jakekuebler]

@R_Alan_Moore What are you using for internal @XYPlanning procedures manual? Do you have a wiki or other great tech solution?

[Derek Lawson, Ph.D., CFP® @DerekLawson2]

Agreed! Great article @carrollmarylou! cc @jakekuebler https://t.co/sdKqWfVk93

[Jacob Kuebler @jakekuebler]

@DerekLawson2 I thought I recognized a face on this alumni magazine!

[Jacob Kuebler @jakekuebler]

@MichaelKitces Thanks, just thought I would check. No doubt requires IRS approval to be CE provider

[Jacob Kuebler @jakekuebler]

@MichaelKitces Any chance of getting IRS CE for your webinar? I need 1 more hour for my EA and am interested in your Tax Extenders webinar

[Jacob Kuebler @jakekuebler]

@MichaelKitces isn't the original intent of 457 to defer comp. Non taxable b/c of substantial risk of forfeiture?

[Jacob Kuebler @jakekuebler]

@MichaelKitces Curious on your thoughts. If 457 = defer income, therefore defer tax, is Roth 457 is oxymoron? Defer income & pay tax.

[Jacob Kuebler @jakekuebler]

Karen Folk wins the @ACP_Planners Stewart Farnell Mentor Award #acp2015conf

[Jacob Kuebler @jakekuebler]

Productive morning on @Amtrak heading to @ACESIllinois Financial Planning Day

[Jacob Kuebler @jakekuebler]

@Uber getting error "payment.method.forbidden" trying to add replacement credit card. Help!

[Jacob Kuebler @jakekuebler]

Twitter Ad. Think they mean commissioned sales rep will have harder time saving for THEIR OWN retirement. #fiduciary