LIBERTY GROUP BLOG


We’re here to help you feel confident in your financial future.

Search By Keyword, Date, Etc…

Archives

Categories

Essential Financial Dates for Retirees in 2025

By Marissa Barnhill | January 3, 2025

For retirees, keeping track of key financial dates can help with managing important tasks like tax filings, healthcare decisions, and retirement account distributions. This list of 2025 milestones highlights notable deadlines that could impact your financial planning. Whether it’s reviewing your estate plan, addressing required minimum distributions (RMDs), or exploring…

Read More

Retirement Planning Tips to Jumpstart Your New Year in January   

By Marissa Barnhill | December 27, 2024

The start of a new year is a great opportunity to focus on your financial goals, especially when it comes to retirement planning. January offers a fresh chance to revisit your progress, make adjustments for any changes in your circumstances or the market, and take steps to stay on track. …

Read More

Legacy Planning During the Holidays: A Time to Reflect on What Matters Most  

By Marissa Barnhill | December 20, 2024

The holiday season is a time for togetherness, gratitude, and reflection—a moment to pause and cherish the people and values that matter most. Amid the joy of family gatherings and the warmth of shared traditions, it’s also an ideal time to think about the lasting impact you want to have…

Read More

Top Year-End Tax Strategies for High Earners 

By Marissa Barnhill | December 13, 2024

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,…

Read More

Is It Time to Review Your Investment Strategy? Year-End Checklist for Investors

By Marissa Barnhill | December 6, 2024

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…

Read More

How to Set a Holiday Shopping Budget You Can Actually Stick To

By Marissa Barnhill | November 29, 2024

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…

Read More

How Financial Gratitude Can Improve Your Wealth-Building Journey

By Marissa Barnhill | November 22, 2024

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…

Read More

A Season of Thanks: Reviewing Your Financial Goals with a Grateful Heart 

By Marissa Barnhill | November 15, 2024

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…

Read More

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a workshop.

Or give us a call at 510.658.1880