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  • 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
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  • Contact
    • Request an Appointment
    • Oakland
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Racing to Retirement - Retirement Income Planning Workbook

Will you be filling your days in retirement or will your days be fulfilling in retirement? It's never too early—or late—to take charge of your retirement.

This workbook covers:

  • Visualizing your retirement by uncovering your goals and dreams for your retirement life.
  • Building your roadmap by identifying your income sources and retirement expenses, then evaluating the gap you have between the two.
  • Optimizing your resources by building a cohesive strategy to address every aspect of your retirement, tax, and estate plans.

Posts Tagged ‘Lawyer’

The Balancing Act: Tips for the Sandwich Generation

February 16, 2024

In today’s fast-paced and ever-evolving world, a unique demographic has emerged, known as the Sandwich Generation. This term refers to a group of adults who are simultaneously juggling the responsibilities…

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Decoding Executive Compensation: Navigating the Complex World of Executive Benefits and Incentives

February 9, 2024

In the dynamic arena of publicly traded companies, executive compensation is more than just a paycheck. It’s a sophisticated blend of salary, bonuses, stocks, and perks designed to motivate leaders,…

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Financial Literacy in Your 60s and Beyond: Building a Retirement Plan

January 26, 2024

Embarking on your 60s brings unique financial challenges and opportunities, highlighting the profound importance of financial literacy for a stable future. Understanding the art of retirement planning is more than…

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Five Key Questions to Guide Your Retirement Planning

January 19, 2024

As you age, retirement planning becomes not just a consideration but a necessity. The journey to a comfortable retirement is paved with careful planning and informed decisions. But with so…

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Understanding the Potential Tax Time Bomb: The Growing Concern of Taxes in Retirement

January 12, 2024

A crucial aspect of retirement often gets overlooked—the impact of taxes on your retirement income. While the prospect of leaving the workforce brings a sense of freedom, it also introduces…

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Financial Literacy in Your 50s: Planning for Retirement and Beyond

January 5, 2024

Navigating the financial landscape in your 50s can be both challenging and rewarding. This decade is a crucial period for making informed financial decisions that will impact your life in…

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Smart Withdrawals: A Guide to Tax-Saving Retirement Strategies

December 29, 2023

As you approach retirement, how you withdraw your savings from various retirement accounts can significantly impact your financial health. This is where understanding tax-efficient withdrawal strategies becomes crucial. While many…

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Smart Financial Habits to Adopt in the New Year

December 22, 2023

As the New Year unfolds, it brings with it a renewed sense of opportunity and the chance for a fresh start—often packaged up into a set of New Year’s resolutions.…

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Essential Financial Literacy Tips for Your 40s

December 15, 2023

Navigating the complexities of personal finance can be challenging at any age, but when you enter your 40s, the stakes seem higher, the decisions more critical, and understanding the nuances…

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Mastering Money Management: Tips for a Simpler Financial Journey

December 8, 2023

In today’s fast-paced world, managing finances has become more complex than ever. With an array of financial products, investment options, and ever-changing economic scenarios, navigating the intricacies of modern financial…

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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.