Our passion is helping families through financial planning, which serves as the foundation of either building or preserving your wealth.
To us, comprehensive financial planning & wealth management means creating a strategic approach in combining various life goals, alongside financial goals. At Liberty Wealth Strategies, we specialize in creating a long-term financial plan while maintaining short-term objectives. Once a plan is established, we deliver a high level of service to monitor our client’s progress by focusing on the specific objectives stated. To our firm, it’s more than just investing. It’s about fulfilling the dynamic needs of the families and businesses we serve. Our clients rely on us for more than just financial planning, investment management & insurance services. We practice the art of listening to our clients closely, then we take a holistic approach, allowing the opportunity to make referrals in other areas such as banking, estate planning and taxes.
Forbes identifies 5 new trends relevant to women business owners @ https://tinyurl.com/y57qxe5o
forbes.com We all need to keep up with market shifts and industry changes to stay out in front of our competition. We need to know what really matters today and act on it. There are five trends women business owners should embrace ASAP to stay current and keep winning the day.
What is emotional intelligence? Why does it matter for entrepreneurs? A quick guide to it: https://www.entrepreneur.com/article/327167
entrepreneur.com One study found that workers surveyed were 400 percent less likely to leave a job if they had a manager with high 'EQ.'
Could brisk walking stave off arthritis? As MarketWatch reports, a new study suggests just that: https://tinyurl.com/y6ocw48r
marketwatch.com This low-impact exercise steps up health, and for minimal cost.
Do single people need estate planning? The answer is often yes, and Forbes explains why: http://tinyurl.com/yxuerdhc
forbes.com Are you single and approaching retirement without an estate plan? Death bed planning is not fun, and neither is becoming incapacitated and not having named the right people to care for you and your assets. Put a plan in place to take care of yourself now while you are the decision maker.
What is ESG investing? What do small business owners need to know about it? Find out @ Forbes: https://tinyurl.com/y4epta87
forbes.com Disregard for ESG matters affects not just natural resources, economic security and insurance premiums, but ultimately companies’ bottom lines.
In what careers do women earn the most? USA TODAY reports on a new study of average salaries: https://tinyurl.com/y37k2ozn
usatoday.com While some women are employed in the highest-paid occupations, they tend to have much lower representation and are also paid less for the same work.
Forbes presents 6 good reasons to have an estate plan: http://tinyurl.com/y2wqovpl
forbes.com While you may think that only the ultra-wealthy need an estate plan, anyone—regardless of age, marital status or net worth—can benefit from having a plan in place if the unexpected happens. Here are six reasons why you should have an estate plan at any stage of life.
Failing to have a will can be a terrible financial mistake, CBS This Morning reminds us. To see why, visit https://tinyurl.com/y4v3ya5r
A Massachusetts woman could lose the home she has lived in for most of her life because her stepfather did not leave a will
Travel + Leisure presents 7 trips you could take on roughly the amount of the average I.R.S. refund this year: http://tinyurl.com/yxlqv66n
travelandleisure.com If your tax refund is burning a hole in your pocket it might just be time to book a vacation.
USA TODAY presents an article noting 5 ways business owners can worry less and accomplish more: https://tinyurl.com/yypt63tk
usatoday.com Stress is normal for business owners, but these tried-and-true methods can help to keep it at bay.
A Harvard Business Review article notes why more companies need to recognize the needs of working parents: https://tinyurl.com/y7ogd8zb
hbr.org If your policies don’t accommodate their needs, they’ll go elsewhere.
ESPN looks at how the new golf rules are changing the game: https://tinyurl.com/y2fnqw5a
tinyurl.com The rules of golf have changed, causing some confusion that likely won't go away anytime soon. So here's a helpful guide to understanding it all.
NBC News reports that too few seniors receive memory checkups during annual wellness visits to doctors: https://tinyurl.com/y4v66cz4
nbcnews.com Half of seniors say they haven't discussed memory with a health care provider and less than a third say they’ve ever been assessed for possible cognitive problems.
The Motley Fool identifies 3 major money risks that tend to appear after age 75 @ https://tinyurl.com/yy8njvyu
fool.com Will one or more of these derail your retirement?
The Motley Fool notes why women want to carefully consider when to claim Social Security: http://tinyurl.com/y6nap2bk
fool.com Millions of seniors depend on Social Security -- but women might be especially reliant on those benefits.
Some heavy reading from one of the best economists that ever lived
Photos from Liberty Wealth Strategies's post
U.S. News has an article with tips on teaching your daughter (or granddaughter) about the value of money: https://tinyurl.com/y8mqcygc
money.usnews.com Financially confident daughters become financially independent women.
Got to hang out with some presidents this evening. Thank you Advisors Capital Management!
libertywealthstrategies.com Visit the Website or Call 724-914-0853
U.S. News presents some investing ideas that could help baby boomers cope with volatility: https://tinyurl.com/y9bllx6t
money.usnews.com Baby boomers may need to adjust their retirement investment strategy.
If you work for yourself, it is smart to shop for disability insurance. Take it from Entrepreneur: https://tinyurl.com/y6l5ak6t
entrepreneur.com Illness or injury can be disastrous, especially for those living paycheck to paycheck.
Forbes has an interesting article about integrating life insurance and charitable giving @ https://tinyurl.com/yydkleko
forbes.com Life insurance is a valuable asset, and often, should be kept in force for the benefit of the insured and owners. However, in some cases the need for life insurance can change and gifting the policy might become a better strategy. Find out how to make the best of gifting a life insurance policy.
Would a phased retirement work for you? U.S. News presents some factors to consider in that decision: https://tinyurl.com/y7uwhk3k
money.usnews.com Filter through the financial and lifestyle factors of a phased retirement before making the transition.
U.S. News looks at the merits of taking low-cost college classes in retirement @: https://tinyurl.com/ydeo5cdg
money.usnews.com Taking classes keeps your mind sharp, helps you network and may even be free.
As Forbes reports, digital ad spending is forecast to surpass print ad spending this year: https://tinyurl.com/yyl55j68
forbes.com In 2019, advertisers will allocate more dollars to digital than traditional advertising like TV and newspapers, a first. Amazon is one of many digital companies that will benefit.
As CNBC reports, too many baby boomers lack wills and a durable power of attorney. Do you have them in place? http://tinyurl.com/y8tqf6gt
cnbc.com Nearly half of people in the 55-plus age group lack a last will and testament, and an even greater number doesn't have other key legal documents that help ensure your wishes are carried out, according to a study.
As The Week notes, the Centers for Disease Control says too many young kids may be using too much toothpaste: https://tinyurl.com/y9ds8x52
theweek.com Children ages 3 to 6 should use only a pea-size amount of toothpaste, but 38 parent of parents are squeezing much more onto the toothbrush, the Centers for Disease Control and Prevention says in a new report. Young kids who use too much fluoride toothpaste usually end up swallowing more, leading to....
Aging well also means eating right. NBC News notes why protein-rich foods matter for seniors: https://tinyurl.com/yauj88e8
nbcnews.com Older adults need to eat more protein-rich foods when they’re trying sick or to lose weight, experts recommend.
CNN reports that a new study links high diet soda consumption to higher stroke and heart attack risk: http://tinyurl.com/y4jx4fwn
cnn.com Drinking two or more diet sodas a day is linked to an increased risk of stroke, heart attacks and early death in women over 50, a new study says. The risk was highest for obese and African American women.
A Forbes article notes the most common travel insurance claim mistakes: https://tinyurl.com/yb4chsaf
forbes.com It's peak season for travel insurance claims, a time of year when vacationers are sending their reimbursement requests for their year-end holiday getaways. If you're one of the unlucky travelers who are about to file a claim, be careful to not make one of several common travel insurance mistakes.
Why are some retirees happier than others? U.S. News offers some possible answers to that question @ https://tinyurl.com/y7omahpz
money.usnews.com Learn why some people are happily retired and others are miserable.
Forbes lists the reasons why business owners should make some time to disconnect and recharge: https://tinyurl.com/yby64jk4
forbes.com Sometimes, the best thing a small business owner can do it to shut off their smartphone, forget about work, take a deep, long breath and recharge.
From Robb Report: estate planning when you are wealthy. https://tinyurl.com/ybkw5h5y
robbreport.com The Wealth Matters columnist says that simply having a will is not enough.
A MarketWatch article asks: do women risk giving up wealth when they retire with their spouses? https://tinyurl.com/yal9nxdl
marketwatch.com Should a woman retire when her spouse does? The sacrifices may be greater than you think.
Do you want your business to continue after you leave? As ValueWalk notes, succession planning may be the key. https://tinyurl.com/yboct9wc
valuewalk.com Besides the fact that succession planning is crucial to the long-term survival of your company, what other benefits does it carry?
If you earn more than $120k, CNBC explains why you should pay particular attention during open enrollment: https://tinyurl.com/yd8ffsgs
cnbc.com Highly compensated workers may find open enrollment requires extra planning to navigate. HCE status closes doors to some benefits but opens others.
A Forbes article notes some keys for effective succession planning: https://tinyurl.com/y7th6z7d
forbes.com A successful succession plan requires discipline. The business area and people responsible must be clearly defined. Responsibility may reside with human resources, the business unit, or another business area. Clarity on who has responsibility is more important the area where responsibility lies.
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Financial Advisor at Ameriprise Financial Services, Inc. A financial advisory practice of Ameriprise Financial Services, Inc.