Liberty One Wealth Advisors

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Liberty One Wealth Advisors, LLC ("Liberty One Wealth") is a Registered Investment Advisor ("RIA") with the U.S. Securities and Exchange Commission ("SEC").​ Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained on this page constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Please contact your financial advisor if you have any questions or would like to discuss the content of this page. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Wondering what’s happening in the markets and what to focus on as the year winds down?In this episode of the Inevitable ...
10/26/2026

Wondering what’s happening in the markets and what to focus on as the year winds down?

In this episode of the Inevitable Wealth podcast, Jacky and Guilian cover the state of the markets, including inflation, mortgage rates, and AI. They also reflect on Liberty One’s five-year anniversary and how independence as advisors helps them better serve the families they work with. To close, they share five things to consider in your financial life before year end.

If market volatility, inflation, and the general noise have you on edge, this episode will help you head into 2027 with a plan.

Watch the full episode and take the complimentary Financial Wellness Assessment mentioned using the links in the comments.

Life is unpredictable, but making decisions now is the best way to prepare for the future. We invite you to take our 4-m...
10/23/2026

Life is unpredictable, but making decisions now is the best way to prepare for the future.

We invite you to take our 4-minute self-check, which offers a friendly, judgment-free way to reflect on your strengths and shine a light on hidden gaps across key planning topics.

Let's see how prepared you are! You'll find the free Financial Wellness Assessment link in comments below.

10/22/2026

Have non-qualified stock options (NQSOs)? Here's something you should know: exercising isn’t a one-time decision, it’s a tax planning strategy.

When you exercise, the spread is taxed as ordinary income. After that, future growth may be taxed as capital gains, depending on timing. The year you exercise, and how it fits with your income, can significantly impact the tax outcome.

Handled thoughtfully, NQSOs can be a powerful role in long-term wealth planning.

10/21/2026

The calendar is running out on some of the best planning opportunities of the year.

Between Roth conversions, open enrollment elections, and year-end gifting, the choices made this fall can shape your tax picture and your long-term plan. Once January arrives, many of them are off the table.

What's on your year-end checklist?

Debt Avalanche or Debt Snowball - which should you choose?Avalanche - Line up your debts by interest rate. Pay off the h...
10/20/2026

Debt Avalanche or Debt Snowball - which should you choose?

Avalanche - Line up your debts by interest rate. Pay off the highest interest rate debt first, down to the lowest.
Benefit? This strategy can save you interest along the way.

Snowball - Start with your smallest debts, paying them off in order, smallest to largest. Then apply the paid off debt payment to the next one.
Benefit? Experience smaller wins as you go.

Which is best for you? It's really a personal choice. The key is to pick one and stay consistent.

10/20/2026

With rates moving higher, cash sitting in a traditional checking account is missing out on more than it was a week ago. Money market funds, short-term Treasuries, and high-yield savings accounts all pay meaningfully more right now, and the gap keeps widening.

Many people also don’t realize their savings account is running on an introductory rate, or that it requires a minimum balance and a list of monthly hoops just to earn the advertised yield. You already worked hard for the money, so it’s worth finding an account that pays a fair rate without the extra effort.

There is no single retirement plan that is appropriate for every business owner. SEP plans, SIMPLE IRA plans, one-partic...
10/19/2026

There is no single retirement plan that is appropriate for every business owner. SEP plans, SIMPLE IRA plans, one-participant 401(k) plans, often called solo 401(k)s, and defined benefit plans each have different structures and considerations.

The appropriate option depends on factors such as the business structure, whether the business has employees, cash flow, and retirement objectives. A comparison should remain focused on the characteristics of each plan and how they relate to the owner’s circumstances rather than assuming one structure is universally better.

Need help navigating your retirement plan choice? Reach out to us for a complimentary call with a Liberty One team member. Link in comments.

The core building blocks of your estate plan are more straightforward than most people expect, and putting them in place...
10/16/2026

The core building blocks of your estate plan are more straightforward than most people expect, and putting them in place early can save loved ones from unnecessary stress, delays, and expense down the road. Here are the 3 key documents to put in place:

1. Will
2. Power of Attorney
3. Healthcare Directive

Together these basic documents help families avoid delays, confusion, and unnecessary costs down the road, giving clarity when it matters most and ensuring wishes are actually carried out.

10/15/2026

What's on the radar as the fourth quarter gets underway?

Three things are shaping our outlook: Whether geopolitical tensions ease or escalate, whether inflation keeps trending in the right direction, and whether consumer spending and corporate earnings stay strong enough to support growth.

Some volatility along the way is expected, and markets are already starting to look ahead to 2027. For long-term investors, the plan matters more than the headlines.

It's important to keep Pennsylvania’s 3.07% flat tax in mind when planning your investments. It may influence how you th...
10/14/2026

It's important to keep Pennsylvania’s 3.07% flat tax in mind when planning your investments. It may influence how you think about structuring and managing taxable income over time.

Regularly reviewing your tax-efficient strategy can help you adjust for life changes or tax law shifts, supporting a plan that stays responsive to your circumstances.

Address

2001 Market Street #2500
Philadelphia, PA
19103

Telephone

+12156089436

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