Take a look at the changes that could affect your return. Avoid those unwanted surprises at tax time.The Liberty Group Blog
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Six Ways to Generate Income in Retirement
Do you know if you will have enough money during retirement to cover the cost of your housing, food, entertainment, and other activities you enjoy? You need money to enjoy a comfortable retirement, whether that be from a basic savings account, retirement account, or a variety of other sources. The…
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What Is a Recession?
Volatile stock markets, rising interest rates, and the highest inflation rates in 40 years bring one nagging question to the front of Americans’ minds: Are we in a recession? What Is a Recession? Definitions abound, so let’s discuss what a recession is—simply put, a recession is when the economy starts…
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Weekly Market Report: August 1–5, 2022
Unexpected Jobs Data In July, the U.S. economy added an impressive 528,000 jobs. This was double the expected jobs number. However, the market didn’t do so well this week. The Dow was off slightly, off 0.1%. S&P was up a little bit, 0.4. Nasdaq up 2.2 for the week, but…
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Weekly Market Report: July 25–29, 2022
The market had a pretty good day last Tuesday. For the week, the Dow finished up 3%, S&P 500 up 4.3%, NASDAQ was up 4.7. It’s still off over 20% for the year, so technically, in a bear market. The ten-year treasury was down to 2.66% on the yield, and…
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Estate Planning for Valuable Cars or Car Collections
You love it. You know you do. Why else would you spend so much time with it? I’m talking about your favorite car or, if you’re fortunate, car collection. The truth is, when you die, decisions will have to be made about your precious collection that you may or may…
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The True Cost of Homeownership
To many, owning a home is the pinnacle of adulthood, responsibility, and success. When you think about purchasing a home, you may tend to only think about it in terms of your down payment and monthly mortgage payment. But to limit your homeownership budget to these two items would be…
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What Is Financial Planning?
According to the CFP® Board, “Financial planning involves look at a client’s entire financial picture and advising them on how to achieve their short- and long-term financial goals.” If this seems broad, well, it is—financial planning covers a vast range of areas with the goal of providing a comprehensive picture…
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Weekly Market Report: August 8–12, 2022
Inflation Took a Step in the Right Direction Inflation took a step in the right direction this week as headline CPI and PPI data came in better than expected. The markets liked it quite a bit. The S&P 500 finished the week up 3.3%, the Dow Jones up 2.9%, and…
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