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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Mega Backdoor Roth Secret
Most of our clients want to learn ways to increase income, reduce taxes and not run out of money while minimizing market risk and unnecessary fees. This informational program addresses the facts…the good, the bad and the small print. You will learn how to avoid the most common mistakes to…
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Talk to The Sandman on Alexa or Google
You have investing and retirement questions. We have answers. Now you can enjoy Protect Your Assets and financial advice 24/7 hands-free on your smart speaker or smartphone! Protect Your Assets is a new voice app available on Alexa and Google Assistant. You can talk to David Hollander, “The Sandman” and access…
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How to Avoid Probate
As you may know, probate is the legal process of “proving” a will after someone’s passing. Often times this process can take months, even years to resolve or conclude. Once probate begins after a person dies, that person’s assets become part of his or her estate unless those assets were…
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Benefits of Fixed Index Annuities – Retirement Investing
What are the benefits of fixed index annuities? Could a fixed index annuity make sense for your retirement portfolio? These questions are ones that come up more frequently as the options in Fixed Index and other types of annuities become more popular as a way to generate income in retirement.…
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Why You Shouldn’t Worry About Market Volatility
Remember the 2008/2009 GFC (Great Financial Crisis)? Who can forget. But remember this, too: we survived it. During periods of crisis, it’s normal to see tremendous volatility. Consider this: during 2008 the low was down almost 40% and at the top of 2009, you had the market up almost 80%.…
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