Liberty Group LLC

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

Many people spend decades preparing financially for retirement but very little time thinking about what retirement will ...
07/22/2026

Many people spend decades preparing financially for retirement but very little time thinking about what retirement will actually look like.

Would you travel more? Volunteer? Start a business? Spend more time with grandchildren? Continue consulting because you enjoy it?

The answers to those questions can shape everything from your retirement timeline to your income strategy.

Our newest blog explores five important questions that can help you define financial independence in a way that's personal to you.

https://libertygroupllc.com/5-questions-to-consider-when-defining-financial-independence/

Here's to slowing down, soaking up the sunshine, and enjoying the moments you've worked so hard for.Happy National Hammo...
07/22/2026

Here's to slowing down, soaking up the sunshine, and enjoying the moments you've worked so hard for.

Happy National Hammock Day!

After a layoff, one of the most important things to understand is your financial runway. A few things to look at: ✔️ Mon...
07/21/2026

After a layoff, one of the most important things to understand is your financial runway.

A few things to look at:
✔️ Monthly spending vs. income
✔️ Liquid vs. restricted assets
✔️ How long your current assets can last
✔️ Where you can adjust spending if needed
✔️ Upcoming financial commitments

Small adjustments here can make a meaningful difference.
We put together a full checklist to help organize these decisions:

Laid Off? 10 Financial Decisions to Make Before Your Next Role
https://libertygroupllc.com/laid-off-10-financial-descisions-to-make-before-your-next-role/

Sending a student off to college often comes with a long checklist: housing, classes, meal plans, and packing.One thing ...
07/21/2026

Sending a student off to college often comes with a long checklist: housing, classes, meal plans, and packing.

One thing that's easy to overlook? Financial preparedness.

Whether you're a parent, grandparent, or another loved one, taking time to talk through budgeting, responsible credit use, emergency savings, and financial aid can help students feel more confident as they begin this new chapter.

College isn't just an opportunity to learn in the classroom. It's often the first time many young adults begin managing money on their own.

What financial lesson do you wish someone had taught you before college?

Many people define financial independence by reaching a specific dollar amount.But what if that's only part of the pictu...
07/20/2026

Many people define financial independence by reaching a specific dollar amount.

But what if that's only part of the picture?

Your investments are important, but they're ultimately a tool to help create the life you want. Whether that's traveling more, spending time with family, continuing meaningful work, or simply having greater flexibility, your financial plan should support your goals, not the other way around.

In our latest blog, we explore five questions that can help you think differently about financial independence after 50 and why your retirement number is only one piece of the equation.

https://libertygroupllc.com/5-questions-to-consider-when-defining-financial-independence/

Many people spend years preparing for retirement but underestimate one of its largest expenses: healthcare.According to ...
07/20/2026

Many people spend years preparing for retirement but underestimate one of its largest expenses: healthcare.

According to Fidelity, a healthy 65-year-old retiring in 2025 may spend approximately $172,500 on healthcare throughout retirement. That figure doesn't necessarily include every potential long-term care expense, making it even more important to plan ahead.

While no one can predict future healthcare needs, thinking through your coverage options, budgeting for out-of-pocket costs, and reviewing your plan regularly can help you prepare for what lies ahead.

Healthcare planning isn't separate from retirement planning. It's an important part of it.

Happy ! 🎉If you had to describe your financial goals using only emojis, what would they be?Maybe it's:🏖️ Retirement🏡 A ...
07/17/2026

Happy ! 🎉

If you had to describe your financial goals using only emojis, what would they be?

Maybe it's:
🏖️ Retirement
🏡 A new home
✈️ More travel
🎓 Helping with education
❤️ Supporting family
💼 Building wealth

No matter what your goals look like, having a plan can help turn those aspirations into actionable steps.

Company stock isn't just an investment. It can affect nearly every part of your financial life.Whether you decide to hol...
07/17/2026

Company stock isn't just an investment. It can affect nearly every part of your financial life.

Whether you decide to hold or sell may influence:

• Taxes
• Retirement planning
• Cash flow
• Estate planning
• Overall portfolio risk

That's why it's important to evaluate company stock as part of your broader financial picture instead of looking only at the share price.

Read our latest blog to learn what to consider after a layoff: https://libertygroupllc.com/should-you-keep-company-stock-after-a-layoff/

Happy Birthday, Brett! 🎉Wishing you a wonderful year ahead filled with happiness, good health, and so many fun and memor...
07/17/2026

Happy Birthday, Brett! 🎉

Wishing you a wonderful year ahead filled with happiness, good health, and so many fun and memorable moments.

If your compensation included stock options or RSUs, these are a few things worth looking at early: ✔️ Your option exerc...
07/16/2026

If your compensation included stock options or RSUs, these are a few things worth looking at early:

✔️ Your option exercise window
✔️ Cost to exercise vs. potential value
✔️ Tax impact of exercising or selling
✔️ How much of your net worth is tied to one company
✔️ Whether your exposure still makes sense

These aren’t just investment decisions—they affect taxes and flexibility.

We outlined the full list here: https://libertygroupllc.com/laid-off-10-financial-descisions-to-make-before-your-next-role/

Address

411 30th Street
Oakland, CA
94609

Opening Hours

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

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