Next Chapter Wealth Management - Lisa & Bill Friebel

08/14/2026

An important part of our responsibility as advisors is staying informed for our clients. 📚

Bill Friebel, CFP® and I just returned from the 2026 LPL Financial Focus Conference in San Diego, and a highlight was hearing world-renowned chief global strategist Dr. David Kelly of J.P. Morgan share his perspective on the economy and markets! I love his down-to-earth presentation and the way he spoke about the challenges and opportunities ahead. 📈

I’m also grateful to be part of a firm and wealth management community that values learning from each other. We're excited to bring what we learned back to the families and individuals we serve! 💫

08/13/2026

Planning for retirement involves more than just income needs to ensure expenses are covered. Health care expenses can play a big part in that calculation. Examine the estimated cost to consider when preparing for health care costs in retirement.

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

08/11/2026

Investment scams often rely on urgency or promises that seem too good to be true. Learning the warning signs can help you make more informed investment decisions.

Ask questions. Fraudsters are counting on you not to investigate before you invest. Fend them off by doing your own digging. It’s not enough to ask for more information or for references – fraudsters have no incentive to set you straight. Take the time to do your own independent research. For mo...

08/06/2026

August is National Make-a-Will month. Even a thoughtful estate plan can fall short if an important document isn't up to date. Read more about why reviewing this essential piece of your estate plan can help provide clarity for your loved ones.

Get this estate planning document right — and spare your family confusion later

08/04/2026

Helping a teen start saving early can have a lasting impact. A Roth IRA may offer an opportunity to build long-term savings. Learn more in this article.

This early financial decision could prove helpful over time.

07/30/2026

Curious about your Social Security benefits? Use this simple calculator to help estimate your monthly amount.

This calculator estimates your monthly Social Security retirement benefits based on your earnings history and the age when you start to claim benefits.

07/21/2026

You might hear about “earnings season,” but do you know why it matters to investors? Discover how quarterly earnings reports can influence market movement and long-term investment decisions.

Earnings season can move markets. What is it and why is it important?

07/14/2026

Affluent investors face distinct investment challenges like concentration risk and scattered strategies that can impact long-term wealth.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

07/07/2026

Learn how to recognize the warning signs of new Social Security scams and discover simple steps to protect your personal information and reduce your risk of fraud.

scammers using fake credentials to impersonate officials

07/04/2026

Happy Independence Day. Celebrating 250 years of our nation’s history!