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Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Welcome to Liberty Group, LLC

We invite you to discover and experience the power of our financial solutions. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available. No one strategy fits everyone, which is why every client gets our individualized attention—from planning to execution to follow-up.

Our Philosophy

Liberty Group's main function is to assist our clients in establishing and achieving their financial goals.

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Find out how you can simplify your retirement planning and protect your assets and estates!

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Weekly podcasts from David Hollander (the "Sandman") to help you sleep well at night.

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Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

 

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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