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  • Home
  • Services
    • Financial Services
      • for Physicians
      • for Tech Employees
    • Tax Planning & Prep
    • Estate Law
  • Who We Are
    • Our Team
    • Community Involvement
    • Testimonials
    • Important Disclosures
    • FAQs
    • Careers
  • Media
    • Radio/Podcasts
      • Protect Your Assets
      • Protect Your Assets Market Briefing
      • The Clear Cut
    • Videos
    • Books
  • Events
  • Resources
  • Blog
  • Clients
    • eMoney
    • Fidelity Investments
    • Schwab
  • Contact
    • Request an Appointment
    • Oakland
    • Newport Beach
    • Larkspur
    • Let’s Grow Together
    • Privacy Policy Opt-Out

Posts by Jennifer Rualo

How to Overcome Unique Retirement Challenges Women Face

March 21, 2025

Understanding the Retirement Gap Retirement planning is a critical part of financial security, but for women, the path can be even more complex. Longer life expectancy, career interruptions for caregiving,…

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The Hidden Costs of Aging in Place—and How to Fund Them

March 7, 2025

Aging in place has become an appealing option for many who wish to remain in their homes as they grow older. It offers the comfort and independence of familiar surroundings,…

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Life Insurance and Long-Term Care: A Winning Combination for Aging Gracefully

February 21, 2025

Planning for the later stages of life involves more than just saving for retirement. As healthcare costs rise and life expectancy increases, preparing for long-term care needs has become a…

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Family Support or Facility Care? Exploring Your Options

January 31, 2025

Long-term care is a topic that often requires thoughtful consideration, especially as you approach retirement or plan for aging. Whether the focus is on maintaining care at home with family…

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Investment advisory services are offered through Liberty Wealth Management, LLC, DBA Liberty Group, an SEC-registered investment adviser.  Securities are offered through Fidelity Brokerage Services, Inc. ("Fidelity"), Member FINRA, SIPC.  Past performance is no indication of future results.  Investing involves risk, including the possible loss of principal.  No investment strategy can guarantee a profit or protect against loss in periods of declining values.  The opinions expressed and material provided are general information and should not be considered a solicitation for purchasing or selling any security.  Nothing presented herein is intended to provide specific legal or tax advice.  Financial and planning decisions must be based on your specific due diligence, investment objectives, economic, risk tolerance, and individual financial and personal circumstances.  Before investing, you should consult with a qualified professional - a competent financial, legal, or tax advisor or another, to aid in due diligence as proper for your situation to determine the suitability of the risk and tax consequences associated with any investment.  The LWM registered Advisor Representatives associated with this website may discuss or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any other state resident.  For additional information on LWM or any of its affiliated persons who are registered or required to be registered as Adviser Representatives of the firm, please visit www.adviserinfo.sec.gov, view our website at www.libertygroupllc.com, or contact us directly at 411 30th Street, 2nd Floor, Oakland, CA 94609,  Main:  510.658.1880, Toll-Free:  888.588.5818,  Fax: 510.658.1886.  Registration with the U.S. Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.