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Our Mission | Liberty Group, LLC
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We believe in providing a superior level of advice, using honesty, integrity and knowledge as the basis for our client’s success. Liberty Group fulfills this vision by offering a broad range of customized services tailored to the specific needs of each of our individual clients. Walnut Creek, CA. Br@ br@ @hf@Presented by:@hfe@ br@ Adam McNulty - Senior Account Executive@br@ Bonnie Landles-Dowling , Esq. - Attorney. April 6, 2017. Do you have a question about wills and trusts? April 11, 2017. Join us at o...
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Tax
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Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Will You Pay the AMT? Death is No Excuse. Six Most Overlooked...
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Insurance | Liberty Group, LLC
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Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. If your family relies on your income, it’s critical to know what their needs would be in the event of your death. Protecting Those Who Matter Most. The importance of life insurance, how it works, and how much coverage you need. Not only ca...
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Acres of Diamonds | Liberty Group, LLC
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In life it often happens that the answers to our most pressing questions are right in our own backyards. The market is as unpredictable as the weather. We’d love to help you prepare. A four-step framework for building a personal legacy. Using smart management to get more of what you want and free up assets to invest. Walnut Creek, CA. Br@ br@ @hf@Presented by:@hfe@ br@ Adam McNulty - Senior Account Executive@br@ Bonnie Landles-Dowling , Esq. - Attorney. April 6, 2017. April 11, 2017. Join us at our dinne...
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Resource Center | Liberty Group, LLC
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Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Walnut Creek, CA. April 6, 2017. Join us at our luncheon where w...
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Careers | Liberty Group, LLC
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Would you like to join an expanding dynamic team? Join David Hollander, a nationally recognized Financial Advisor, and his professionals. Learn more about our team:. Liberty Group featured in Forbes Magazine. David Hollander recognized as one of the top five advisors in the nation by Senior Market Advisor. Please contact our Headquarters at 510-658-1880. Complete the form and upload your resume below. We will respond to you within 5 working days if we have a fit for you. Walnut Creek, CA. April 6, 2017.
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How Will Working Affect Social Security Benefits? | Liberty Group, LLC
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How Will Working Affect Social Security Benefits? Rules, Rules, Rules. Different rules apply for those receiving Social Security disability benefits vs. Supplemental Security income payments. Different rules also apply for those working outside the U.S. Source: Social Security Administration, 2015. In a recent survey, 67% of current workers stated they plan to work for pay after retiring.¹. And that possibility raises an interesting question: How will working affect Social Security benefits? During the y...
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Money | Liberty Group, LLC
http://www1.libertygroupllc.com/resource-center/money
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. Your Cash Flow Statement. What can be lear...
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What If You Get Audited? | Liberty Group, LLC
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What If You Get Audited? The chance of being audited rises with income level. In 2015, only 0.6% of those with incomes between $100,000 and $200,000 were audited; 3.8% of those with incomes between $500,000 and $1 million were audited; and 34.7% of those with incomes over $10 million were audited. Source: Internal Revenue Service, 2016. 8220;Audit” is a word that can strike fear into the hearts of taxpayers. The IRS selects returns for audit using three main methods.². Generally, the IRS audits returns w...
