Liberty Group LLC

Liberty Group LLC At Liberty Group, LLC, we believe everyone should be able to live the retirement they’ve always wa

Retirement planning isn’t just about reaching a savings goal.Once your paycheck stops, market conditions, Social Securit...
10/07/2026

Retirement planning isn’t just about reaching a savings goal.

Once your paycheck stops, market conditions, Social Security, taxes, inflation, healthcare costs, and eventually RMDs can all influence how you create and use income.

More importantly, a decision in one area can have consequences somewhere else in your plan.

Read our latest blog for a closer look at six retirement risks to consider before you stop working: https://libertygroupllc.com/retirement-planning-risks-that-can-change-after-you-stop-working/

A financial plan isn’t something you create once and put on a shelf.Your income changes. Your family changes. Tax laws c...
10/07/2026

A financial plan isn’t something you create once and put on a shelf.

Your income changes. Your family changes. Tax laws change. Markets change. And sometimes, what you want your money to accomplish changes too.

Financial Planning Day is a good reminder to look at the bigger picture and ask whether the different parts of your financial life still reflect where you are today and where you want to go.

Ready for a financial check-in? Connect with the Liberty Group team to start the conversation.

A living will and a last will may sound similar, but they do very different jobs.In California, a living will is general...
10/06/2026

A living will and a last will may sound similar, but they do very different jobs.

In California, a living will is generally part of an Advance Health Care Directive. It allows you to document your medical care preferences and name someone to make healthcare decisions for you if you’re unable to communicate.

A last will and testament, on the other hand, provides instructions for certain matters after your death, including how certain assets should be distributed.

Knowing the difference is an important part of understanding what your estate planning documents actually do.

Annuities get a lot of strong reactions. Some people love them. Others won’t go near them.But there’s a lot that gets lo...
10/06/2026

Annuities get a lot of strong reactions. Some people love them. Others won’t go near them.

But there’s a lot that gets lost in that debate.

Not all annuities work the same way, and whether one makes sense depends on what you’re trying to accomplish, what it costs, how much access you have to your money, and how it fits into the rest of your retirement plan.

Our new guide, The Annuity Reality Check, breaks down common misconceptions and gives you seven questions to ask before considering an annuity.

Download your free copy to take a closer look: https://libertygroupllc.com/the-annuity-reality-check/

The best teachers don’t just give us answers. They give us the knowledge and confidence to make decisions for ourselves....
10/05/2026

The best teachers don’t just give us answers. They give us the knowledge and confidence to make decisions for ourselves.

There’s a connection to financial planning in that. Understanding your finances, asking the right questions, and continuing to learn as your life changes can help you make more informed decisions about what comes next.

This World Teachers’ Day, we’re celebrating the educators who make a lasting impact in their classrooms, communities, and beyond.

Happy World Teachers’ Day to all the teachers who help others learn, grow, and prepare for the future.

A market downturn at 45 and a market downturn at 65 can create very different challenges.While you’re working, you may s...
10/05/2026

A market downturn at 45 and a market downturn at 65 can create very different challenges.

While you’re working, you may still be contributing to your accounts and relying on a paycheck for your expenses. Once you retire, those same investments may need to help fund your lifestyle.

That shift is one reason some financial risks deserve a fresh look as retirement approaches.

Read our latest blog to explore the retirement planning risks that can change once your working paycheck stops: https://libertygroupllc.com/retirement-planning-risks-that-can-change-after-you-stop-working/

Your retirement paycheck may come from several places, and the decisions you make about those dollars can affect much mo...
10/02/2026

Your retirement paycheck may come from several places, and the decisions you make about those dollars can affect much more than your monthly budget.

Taxes, market conditions, inflation, healthcare costs, and what you ultimately want to leave behind can all play a role.

Our latest blog breaks down seven areas to consider when looking at your retirement income strategy as a whole.
https://libertygroupllc.com/why-retirement-income-planning-is-about-more-than-monthly-cash-flow/

Is life insurance too expensive? It depends on what you're asking it to do.The cost of coverage can vary based on factor...
10/02/2026

Is life insurance too expensive? It depends on what you're asking it to do.

The cost of coverage can vary based on factors like age, health, coverage amount, and policy type. For some, the goal may be replacing income or paying off a mortgage. For others, life insurance may play a role in business, estate, or legacy planning.

Instead of starting with “How much does it cost?” consider asking “What financial need am I trying to address?”

Speak with a financial professional to explore what type and amount of coverage may fit your needs.

Your financial life is increasingly digital, which means good cybersecurity habits are part of good financial habits.Cyb...
10/01/2026

Your financial life is increasingly digital, which means good cybersecurity habits are part of good financial habits.

Cybersecurity Awareness Month is a timely reminder to review the basics: strengthen your passwords, use multi-factor authentication, watch for suspicious activity, and be cautious when an unexpected message creates pressure to act quickly.

Scams and cyber threats continue to evolve, but taking a moment to verify before clicking, sharing information, or sending money can make a meaningful difference.

Save this checklist and share it with someone who could use the reminder.

Happy Birthday, Jennifer! 🎉🎂Wishing you a wonderful day filled with plenty of reasons to celebrate. We hope the year ahe...
10/01/2026

Happy Birthday, Jennifer! 🎉🎂

Wishing you a wonderful day filled with plenty of reasons to celebrate. We hope the year ahead brings lots of happiness, great memories, and exciting moments.

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411 30th Street
Oakland, CA
94609

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
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