Skip to content

TAKE OUR RETIREMENT READINESS QUIZ   CALL US TODAY AT 888.588.5818 Schedule 15-Min Call

Liberty Group_Logo_Horizontal_Black
  • 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
×
  • 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 Marissa Barnhill

Wealth Management for High-Income Households: 6 Pillars You Should Understand 

June 13, 2025

Higher income often brings added complexity. Along with greater financial opportunity comes a wider range of decisions, responsibilities, and considerations.  For many high-income households, planning tends to center around investments.…

Read More

What Does a Truly Comprehensive Wealth Plan Look Like? 

June 6, 2025

When most people think about financial planning, investments often come to mind first. While investment strategy is a key component, it represents just one part of a much broader picture. …

Read More

Divorce and Finances: What to Know About Money During a Major Life Transition 

May 30, 2025

Divorce often brings emotional and logistical challenges, but it also carries significant financial implications. This is especially true for individuals divorcing later in life, a trend sometimes referred to as…

Read More

Opportunities for Financial Planning During Market Volatility  

May 23, 2025

Market ups and downs are a normal part of the investing experience, but that doesn’t make them any less unsettling. A market correction, often defined as a short-term drop of…

Read More

5 Questions to Ask Your Advisor During a Market Downturn 

May 16, 2025

Market downturns can stir up a mix of emotions—from uncertainty about what’s next to concern about how your long-term financial plan may be affected. It’s normal to feel unsettled when…

Read More

How a Market Correction Might Affect Your Retirement Plan 

May 9, 2025

Market corrections are a normal part of investing, but they can feel anything but normal when you’re relying on your savings for retirement. For retirees or those nearing retirement, the…

Read More

Turning a Dream into a Business: Why Financial Planning Matters 

May 2, 2025

Many people have ideas they revisit over time—a business to start, a creative pursuit to explore, or a different kind of career they hope to try one day. For women…

Read More

Is It Time to Rethink Your Retirement Income Strategy?

April 25, 2025

April is Financial Literacy Month—a timely reminder to check in on your financial well-being. Just as many people use spring as an opportunity to tidy up their homes, this season…

Read More

How to Rebalance Your Portfolio for the Second Half of the Year

April 17, 2025

The financial landscape shifts throughout the year, influenced by economic conditions, market movements, and changes in personal financial priorities. Whether interest rates have changed, certain asset classes have outperformed, or…

Read More

Estate Planning Updates: What Documents Need to Be Reviewed?

April 11, 2025

Spring is a great time to refresh and reorganize different aspects of life—including your estate plan. Just as you might declutter your home to clear out unnecessary items and make…

Read More
Older Posts »
footer-logo

Contact Us

Phone: 510.658.1880
Fax: 510.658.1886
Request An Appointment
Email Us
Careers

Locations

Oakland
Newport Beach
Larkspur

 

Connect

LEGAL

 ADV Part 1 ▪  ADV 2A  ▪  Form CRS  ▪  Affiliated Entities ▪  Privacy  ▪  Business Continuity Plan Summary ▪ Electronic Communications ▪ Terms of Use▪ Social Media

IMPORTANT DISCLOSURES

Orders & Instructions – Please note Liberty Wealth Management, LLC ("LWM") DBA Liberty Group, does not accept action-oriented or time-sensitive communications, instructions, securities trading orders, or transaction requests via this website, e-mail, or voicemail, as a timely response cannot be guaranteed.  Please contact us at T: 888.588.5818 or speak with your Investment Advisor Representative directly if assistance is required with these items.

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.