Next Chapter Wealth Management - Lisa & Bill Friebel

Labor Day honors the hard work and contributions of workers. It’s a time to relax, reflect and celebrate the backbone of our communities.

September 5 is 401(k) Day! Nearly 1 in 3 retirement accounts are considered “dormant.” Make sure yours isn’t one of them.

How to Find Old 401(k) Plans These steps can help you uncover forgotten or lost retirement accounts

Looking for life insurance with more flexibility? Universal life insurance combines permanent coverage with flexible premiums and cash-value accumulation. But is it the right fit for you?

Universal Life Insurance Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

An important part of our responsibility as advisors is staying informed for our clients. 📚

Bill Friebel, CFP® and I just returned from the 2026 LPL Financial Focus Conference in San Diego, and a highlight was hearing world-renowned chief global strategist Dr. David Kelly of J.P. Morgan share his perspective on the economy and markets! I love his down-to-earth presentation and the way he spoke about the challenges and opportunities ahead. 📈

I’m also grateful to be part of a firm and wealth management community that values learning from each other. We're excited to bring what we learned back to the families and individuals we serve! 💫

Planning for retirement involves more than just income needs to ensure expenses are covered. Health care expenses can play a big part in that calculation. Examine the estimated cost to consider when preparing for health care costs in retirement.

Healthcare Costs in Retirement Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

Investment scams often rely on urgency or promises that seem too good to be true. Learning the warning signs can help you make more informed investment decisions.

What You Can Do to Avoid Investment Fraud | Investor.gov Ask questions. Fraudsters are counting on you not to investigate before you invest. Fend them off by doing your own digging. It’s not enough to ask for more information or for references – fraudsters have no incentive to set you straight. Take the time to do your own independent research. For mo...

August is National Make-a-Will month. Even a thoughtful estate plan can fall short if an important document isn't up to date. Read more about why reviewing this essential piece of your estate plan can help provide clarity for your loved ones.

How to Write a Will Get this estate planning document right — and spare your family confusion later

Helping a teen start saving early can have a lasting impact. A Roth IRA may offer an opportunity to build long-term savings. Learn more in this article.

Starting a Roth IRA for a Teen This early financial decision could prove helpful over time.

Curious about your Social Security benefits? Use this simple calculator to help estimate your monthly amount.

Social Security Calculator: Estimate Your Benefits This calculator estimates your monthly Social Security retirement benefits based on your earnings history and the age when you start to claim benefits.

You might hear about “earnings season,” but do you know why it matters to investors? Discover how quarterly earnings reports can influence market movement and long-term investment decisions.

Earnings for All Seasons Earnings season can move markets. What is it and why is it important?