How many credit cards do you have?
LFSWEALTH.COM
Spotting Credit Trouble
It’s possible to avoid these classic #retirement traps, with a little preparation.
LFSWEALTH.COM
Retirement Traps to Avoid
Do you know what your #insurance needs are, when you’re married, with children?
LFSWEALTH.COM
Insurance Needs Assessment: Married With Children
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
LFSWEALTH.COM
How to Appeal Your Property Taxes
Ever thought you could have chicken soup without the chicken? This recipe shows you how.
BONAPPETIT.COM
This Recipe Is Everything I Love About Chicken Soup, Minus the Meat
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
LFSWEALTH.COM
Countering Counterfeit Currency
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
LFSWEALTH.COM
Insurance Needs Assessment: When You're Young and Single
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
LFSWEALTH.COM
Monthly Market Insights | October 2020
Currency has been around for a long time. Here’s a quick #history lesson.
LFSWEALTH.COM
The History of Currency
Find out if a tax trap is lurking in your paycheck and what to do with your 401(k) when switching jobs. Also read about starting your emergency fund.
NEWS.RESOURCESFORCLIENTS.COM
Client Update Newsletter: October 2020
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
LFSWEALTH.COM
Do You Owe The AMT?
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
LFSWEALTH.COM
“Dirty Dozen” Tax Scams to Watch For
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
LFSWEALTH.COM
When Special Care Is Needed: The Special Needs Trust
Should gold be a part of your diversified portfolio?
LFSWEALTH.COM
Should I Invest in Gold?
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
LFSWEALTH.COM
How to Read Your Credit Report
Take an inside look into Simplified Employee Pension plans.
LFSWEALTH.COM
Is a SEP-IRA Right for Your Business?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
LFSWEALTH.COM
Tax Deductions You Won't Believe
Learn more about whether you need to pay estimated taxes.
LFSWEALTH.COM
You May Need to Make Estimated Tax Payments If…
Here are eight mistakes to avoid when #saving #retirement.
LFSWEALTH.COM
Eight Mistakes That Can Upend Your Retirement
If you thought that payouts from life insurance are tax-free in all cases, think again.
LFSWEALTH.COM
When Life Insurance Becomes Taxable
More income is subject to Social Security in 2021 and new benefit amounts have been announced. Plus lots of great ideas to save you, your family and your business money is in this month's letter.
NEWS.RESOURCESFORCLIENTS.COM
Client Update Newsletter: November 2020
Three tips for giving smart from the heart.
LFSWEALTH.COM
Charitable Giving: Smart from the Heart
You’ll need to weigh several factors before retiring abroad.
LFSWEALTH.COM
Thinking of Retiring Abroad?
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
LFSWEALTH.COM
When Should You Take Social Security
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
LFSWEALTH.COM
What Do Your Taxes Pay For?
There are benefits and limitations when using a living trust. #LivingTrust
LFSWEALTH.COM
A Living Trust Primer
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
LFSWEALTH.COM
Monthly Market Insights | November 2020
Business owners should consider a succession plan sooner rather than later.
LFSWEALTH.COM
Succeeding at Business Succession
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
LFSWEALTH.COM
The Junk Drawer Approach to Investing
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
LFSWEALTH.COM
Medicare Advantage 101
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
LFSWEALTH.COM
Avoiding Cognitive Decline
How literate are you when it comes to your finances? Brush up with these five basics.
LFSWEALTH.COM
The Five Basics of Financial Literacy
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
LFSWEALTH.COM
The SECURE Act
Over age 50? You may be able to catch-up on retirement.
LFSWEALTH.COM
Catch-Up Contributions
Turn your home office into a tax deduction. Also read about common IRS surprises, how to use depreciation to manage your business's profit margin and ideas to help your kids with virtual learning.
NEWS.RESOURCESFORCLIENTS.COM
Client Update Newsletter: December 2020
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
LFSWEALTH.COM
Estate Management 101
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
LFSWEALTH.COM
Mortgages in Retirement
There are four basic steps to calculating the value of an estate.
LFSWEALTH.COM
Four Steps to Valuing an Estate
An ILIT could play a role in your estate strategy.
LFSWEALTH.COM
A Primer on Irrevocable Life Insurance Trusts
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
LFSWEALTH.COM
Monthly Market Insights | December 2020
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
LFSWEALTH.COM
IRA Withdrawals that Escape the 10% Tax Penalty
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
LFSWEALTH.COM
The Average American Budget
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
LFSWEALTH.COM
Social Security: The Elephant in the Room
Find out whether you are insurable before implementing a strategy using life insurance.
LFSWEALTH.COM
Universal Life Insurance
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
LFSWEALTH.COM
Mastering Mobile Lingo
Considering alternative investments? It’s critical to sort through the complexity. #video
LFSWEALTH.COM
Alternative Investments - Going Mainstream
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
LFSWEALTH.COM
The Economic Journey of Your Morning Coffee
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
LFSWEALTH.COM
Gap Insurance for Leased Cars
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
LFSWEALTH.COM
Rightsizing for Retirement
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
LFSWEALTH.COM
Countering Counterfeit Currency
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
LFSWEALTH.COM
Social Security: The $64,000 Question
More stimulus payments are on the way! Also ready about the latest PPP loan update, find out how much you can contribute to your retirement fund in 2021 and see Uncle Sam's New Year's resolutions.
NEWS.RESOURCESFORCLIENTS.COM
Client Update Newsletter: January 2021
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
LFSWEALTH.COM
“Dirty Dozen” Tax Scams to Watch For
Lieblich Financial Services updated their info in the about section.
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
LFSWEALTH.COM
Social Security: The $64,000 Question
Credit Score: A statistical estimation of how likely you are to pay your debts. What's your score?
LFSWEALTH.COM
How Does Your Credit Score Compare?
How much is enough for your emergency fund?
LFSWEALTH.COM
Your Emergency Fund: How Much Is Enough?
More stimulus payments are on the way! Also ready about the latest PPP loan update, find out how much you can contribute to your retirement fund in 2021 and see Uncle Sam's New Year's resolutions.
NEWS.RESOURCESFORCLIENTS.COM
Client Update Newsletter: January 2021
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
LFSWEALTH.COM
“Dirty Dozen” Tax Scams to Watch For
Lieblich Financial Services updated their info in the about section.
Concerned about identity theft? Some things to leave at home. #IdentityTheft
LFSWEALTH.COM
Please Leave Home Without It
There are benefits and limitations when using a living trust. #LivingTrust
LFSWEALTH.COM
A Living Trust Primer
Credit Score: A statistical estimation of how likely you are to pay your debts. What's your score?
LFSWEALTH.COM
How Does Your Credit Score Compare?
How much is enough for your emergency fund?
LFSWEALTH.COM
Your Emergency Fund: How Much Is Enough?
More stimulus payments are on the way! Also ready about the latest PPP loan update, find out how much you can contribute to your retirement fund in 2021 and see Uncle Sam's New Year's resolutions.
NEWS.RESOURCESFORCLIENTS.COM
Client Update Newsletter: January 2021
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
LFSWEALTH.COM
“Dirty Dozen” Tax Scams to Watch For
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
LFSWEALTH.COM
Year-End Charitable Gifting and You
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
LFSWEALTH.COM
Healthy Body, Healthy Pocketbook
The tax rules that govern donating art are complex and confusing. #taxes #art
LFSWEALTH.COM
Donating Art: Taxation Abstraction
Concerned about identity theft? Some things to leave at home. #IdentityTheft
LFSWEALTH.COM
Please Leave Home Without It
There are benefits and limitations when using a living trust. #LivingTrust
LFSWEALTH.COM
A Living Trust Primer
Credit Score: A statistical estimation of how likely you are to pay your debts. What's your score?
LFSWEALTH.COM
How Does Your Credit Score Compare?
Could your portfolio benefit from a zero-coupon bond?
LFSWEALTH.COM
The ABCs of Zero Coupon Bonds
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
LFSWEALTH.COM
Coaches
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
LFSWEALTH.COM
Year-End Charitable Gifting and You
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
LFSWEALTH.COM
Healthy Body, Healthy Pocketbook
The tax rules that govern donating art are complex and confusing. #taxes #art
LFSWEALTH.COM
Donating Art: Taxation Abstraction
Concerned about identity theft? Some things to leave at home. #IdentityTheft
LFSWEALTH.COM
Please Leave Home Without It
Consider a bucket plan to go with your bucket list. #RetirementSavings
LFSWEALTH.COM
A Bucket Plan to Go with Your Bucket List
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
LFSWEALTH.COM
Building Your Legacy
Learn about a new tool to protect your tax return from would-be thieves. Plus find out how you are giving away the most valuable thing you own!
NEWS.RESOURCESFORCLIENTS.COM
Client Update Newsletter: February 2021
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
LFSWEALTH.COM
Prescription Drug Benefits Under Medicare (Part D)
Could your portfolio benefit from a zero-coupon bond?
LFSWEALTH.COM
The ABCs of Zero Coupon Bonds
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
LFSWEALTH.COM
Coaches
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
LFSWEALTH.COM
Social Security: By the Numbers
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
LFSWEALTH.COM
Changing Unhealthy Behaviors
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
LFSWEALTH.COM
Monthly Market Insights | February 2021
Consider a bucket plan to go with your bucket list. #RetirementSavings
LFSWEALTH.COM
A Bucket Plan to Go with Your Bucket List
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
LFSWEALTH.COM
Building Your Legacy
Learn about a new tool to protect your tax return from would-be thieves. Plus find out how you are giving away the most valuable thing you own!
NEWS.RESOURCESFORCLIENTS.COM
Client Update Newsletter: February 2021
Are you ready for school—again?
LFSWEALTH.COM
Estimating the Cost of College
M0 is the total of all physical currency worldwide. What’s it look like?
LFSWEALTH.COM
How Big is Money?
Currency has been around for a long time. Here’s a quick #history lesson.
LFSWEALTH.COM
The History of Currency
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
LFSWEALTH.COM
Social Security: By the Numbers
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
LFSWEALTH.COM
Changing Unhealthy Behaviors
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
LFSWEALTH.COM
Monthly Market Insights | February 2021
Learn more about whether you need to pay estimated taxes.
LFSWEALTH.COM
You May Need to Make Estimated Tax Payments If…
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
LFSWEALTH.COM
A Home Insurance Claim: To File Or Not To File
Are you ready for school—again?
LFSWEALTH.COM
Estimating the Cost of College
M0 is the total of all physical currency worldwide. What’s it look like?
LFSWEALTH.COM
How Big is Money?
Currency has been around for a long time. Here’s a quick #history lesson.
LFSWEALTH.COM
The History of Currency
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
LFSWEALTH.COM
Social Security: By the Numbers
Being healthy may help your personal finances.
LFSWEALTH.COM
Putting a Price Tag On Your Health
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
LFSWEALTH.COM
Estate Management Checklist
Learn more about whether you need to pay estimated taxes.
LFSWEALTH.COM
You May Need to Make Estimated Tax Payments If…
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
LFSWEALTH.COM
A Home Insurance Claim: To File Or Not To File
Are you ready for school—again?
LFSWEALTH.COM
Estimating the Cost of College
M0 is the total of all physical currency worldwide. What’s it look like?
LFSWEALTH.COM
How Big is Money?
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
LFSWEALTH.COM
Monthly Market Insights | March 2021
Attention Estate Executors: Do you know about the Alternate Valuation Date?
LFSWEALTH.COM
Understanding the Alternate Valuation Date
Protect yourself from identity theft. #IdentityTheft
LFSWEALTH.COM
To Catch a Thief
Get answers to common tax questions and read about the new world of bank reconciliations. And why not have some fun with a resurgence of these classic or newly popular board games.
NEWS.RESOURCESFORCLIENTS.COM
Client Update Newsletter: March 2021
Being healthy may help your personal finances.
LFSWEALTH.COM
Putting a Price Tag On Your Health
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
LFSWEALTH.COM
Estate Management Checklist
What does it actually cost to raise a child? You might be surprised.
LFSWEALTH.COM
The Half Million Dollar Baby
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
LFSWEALTH.COM
Medicare vs. Medicaid
If you died, what would happen to your email archives, social
profiles, and online accounts?
LFSWEALTH.COM
Safeguard Your Digital Estate
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
LFSWEALTH.COM
Monthly Market Insights | March 2021
Attention Estate Executors: Do you know about the Alternate Valuation Date?
LFSWEALTH.COM
Understanding the Alternate Valuation Date
Protect yourself from identity theft. #IdentityTheft
LFSWEALTH.COM
To Catch a Thief
Lieblich Financial Services updated their phone number.
Lieblich Financial Services updated their address.
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
LFSWEALTH.COM
A Taxing Story: Capital Gains and Losses
An ILIT could play a role in your estate strategy.
LFSWEALTH.COM
A Primer on Irrevocable Life Insurance Trusts
What does it actually cost to raise a child? You might be surprised.
LFSWEALTH.COM
The Half Million Dollar Baby
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
LFSWEALTH.COM
Medicare vs. Medicaid
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
LFSWEALTH.COM
Year-End Charitable Gifting and You
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
LFSWEALTH.COM
Retirement Realities
Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes. The new deadline is May 17, 2021.1,2,3The delay follows continued disruption from the COVID-19 pandemic and a late...
LFSWEALTH.COM
I.R.S. Delays Tax Filing, Payment Deadlines
Lieblich Financial Services updated their phone number.
Lieblich Financial Services updated their address.
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
LFSWEALTH.COM
A Taxing Story: Capital Gains and Losses
