LIBERTY GROUP BLOG

As the year draws to a close, high earners have a valuable opportunity to review their finances and take steps to potentially reduce their tax liability. Year-end tax planning is particularly important for those in higher tax brackets, where strategic moves can lead to meaningful savings. Actions like maximizing deductions,…

As the year draws to a close, it’s a practical time to review your investment strategy. A year-end review can offer insight into how well your current investments align with your financial goals, taking into account recent changes in the market and any shifts in your personal priorities. This annual…

The holiday season is a time for celebration, but it can also be a season of stress—especially when it comes to finances. Between gift shopping, family gatherings, and festive events, it’s easy for expenses to pile up quickly. For many, overspending during the holidays leads to a financial hangover that…

In today’s fast-paced world, financial goals often focus on numbers—saving more, earning more, or reaching specific investment milestones. While those are certainly important, there’s another powerful tool for improving our financial well-being that’s often overlooked: gratitude.   Cultivating gratitude can do more than just make us feel good; it’s also a…

As the holiday season unfolds, it’s natural to pause and reflect on what we’re thankful for. Beyond family, friends, and the small joys that enrich our lives, gratitude can also extend to how we approach our financial goals. This time of year offers an ideal opportunity to look back on…

Retirement is often seen as a time to step back, reflect on life’s journey, and appreciate the rewards of hard work. For many, this stage of life also provides an opportunity to give back to the community in meaningful ways. Philanthropy during retirement allows individuals to support causes they care…

As the year draws to a close, many individuals consider how their charitable contributions can support the causes they care about. With some strategic planning, these contributions may also provide potential tax benefits. By understanding the options available, you can make informed decisions about your giving, helping to align your…

Investing involves more than just analyzing numbers and market trends; psychology has a significant influence on the decisions we make with our finances. Despite efforts to approach investing rationally, emotions and cognitive shortcuts can sometimes interfere. Behavioral biases—predictable patterns of deviation from rational thinking—can shape how we view risks, respond…