Next Chapter Wealth Management - Lisa & Bill Friebel

10/20/2026

Estate Planning Awareness Week is here … when was the last time you reviewed your estate strategy? Life changes and tax law updates can be good reasons to revisit your plan. Learn when it may be time to review your estate strategy.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

10/13/2026

For Gen X, getting closer to retirement brings some important financial decisions. Review these 6 financial mistakes to avoid as you plan for the years ahead.

Overly conservative investing, tax blind spots and delayed planning can undermine savings

10/08/2026

As we observe Long-Term Care Planning Month, it’s a great time to consider what to look for in an extended-care policy. Here are 8 questions to help you better understand the costs and benefits of coverage.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

10/01/2026

October is Financial Planning Month. How does living longer change the way we should think about financial planning? Stanford Center on Longevity explores this question in a thought-provoking look at the future of financial planning.

Longer lifespans are fundamentally reshaping how people live, work and plan, exposing a growing mismatch between extended life courses and institutions designed for shorter lives. At the Stanford Center on Longevity’s convening, leaders across sectors explored how financial advice must evolve from...

09/29/2026

Mutual funds or ETFs — which may be the better fit for your portfolio? Both can offer diversification and access to a wide range of investments, but they differ in areas such as trading, fees, transparency, taxes and investment strategies. Compare the key differences.

09/24/2026

Market downturns can be unsettling, but they’re also a normal part of investing. Understanding the difference between a pullback, correction and bear market can help put market volatility into perspective.

When the market experiences volatility, it may be a good time to review these common terms.

09/22/2026

Settling an estate can involve many moving pieces. Understanding how to determine the value of an estate is an important first step in the process — from identifying assets and debts to gathering financial statements. See the four key steps for valuing an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

09/18/2026

A 529 can be a valuable way to save for education, but there are several factors to consider before opening an account, from investment options and fees to tax benefits and how the funds can be used. Learn key details before choosing a 529 plan for your family.

The SEC’s Office of Investor Education and Assistance is issuing this Investor Bulletin to answer questions that may arise when investing in a 529 plan account. Please also see our companion Bulletin, An Introduction to 529 Plans, for background information on the plans.

09/15/2026

This week is National Medicare Education Week! Understanding your coverage options and enrollment requirements can help you make informed decisions before you enroll.

Take the guesswork out of your IEP or SEP with this helpful article.

09/12/2026

Thank you to everyone who nominated us for Best Financial Advisors in West Newsmagazine’s Best of West County! I’m honored to be part of this great group of people who have made it to the final Top 5 round.

As a small business, we CARE about our clients and our community and being recognized this way means the world.

The voting round has started and continues through November 4th. You can vote once every day, and if you have a moment, I would be incredibly grateful for your vote!

🗳️ Vote for Next Chapter Wealth Management:
https://www.westnewsmagazine.com/best-of-west/ #/gallery?group=554383

Thank you for the support! We truly appreciate you and our clients! 💙