Helping you navigate through retirement in today's difficult and ever changing markets with a holistic investment philosophy. Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
Estimate the future cost of an item based on today's prices and the rate of inflation you expect. Compare the potential future value of tax-deferred investments to that of taxable investments. Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the future cost of an item based on today's prices and the rate of inflation you expect. Compare the potential future value of tax-deferred investments to that of taxable investments. Knowing your likely life expectancy is an important factor in making long-term financial plans.
Services
The Managing Partners of Liberty Wealth Management, LLC have provided investment guidance to individual investors as well as local business owners in the Washington, D.C. metro area for years. Our partners and staff draw upon their extensive and diverse experiences in all sectors of the financial services industry to offer a comprehensive array of investment services and insurance products to both our personal and corporate clientele.
Eric and Bill met at TD Ameritrade and after years of working for the large investment firms, always being asked to sell those firms investment products and services. They felt compelled to join an independent broker-dealer and create their own investment firm in order to better serve clients while providing investment advice that was suited for them.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We seek to know and understand your full financial situation while providing you with sound investment advice, and quality service to help you achieve your goals. We differentiate our firm by employing a holistic approach to investing as we are always striving to preserve your assets.
Eric and Bill are the managing partners of Liberty Wealth Management located in Bethesda, MD. As an investment firm, we are able to choose several different money managers that fit our style of investing. We are financial firm dedicated to helping clients reach their retirement goals by making changes consistent with their individual goals and needs.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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