In this video, David Hollander, CEO and founder of Liberty Group, guides you through the immediate actions you should take after inheriting money. Inheriting money can be overwhelming, but with the right steps, you can help make sure it positively impacts your financial future.
Highlights:
01:01 - Assess Your Financial Situation
01:18 - Seek Professional Advice
01:52 - Understand Tax Implications
02:19 - Create a Financial Plan
02:52 - Prioritize Needs and Goals
03:12 - Avoid Impulse Spending
03:33 - Update Your Estate Plan
03:56 - Communicate with Family
04:14- Take a Moment to Breathe
We're here to empower you on your financial journey. For personalized advice and answers to your questions, feel free to reach out to us at Liberty Group. libertygroupllc.com/contact/
Explore our services and book a no-cost consultation with one of our advisors: calendly.com/libertygroupllc/...
SEC Investment Adviser Public Disclosure: adviserinfo.sec.gov/firm/summ...
Investment advisory services are offered through Liberty Wealth Management, LLC, DBA Liberty Group, an SEC-registered investment adviser. Securities are offered through Fidelity Brokerage Services, Inc. ("Fidelity"), Member FINRA, SIPC. Past performance is no indication of future results. Investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The opinions expressed and material provided are general information and should not be considered a solicitation for purchasing or selling any security. Nothing presented herein is intended to provide specific legal or tax advice. Financial and planning decisions must be based on your specific due diligence, investment objectives, economic, risk tolerance, and individual financial and personal circumstances. Before investing, you should consult with a qualified professional - a competent financial, legal, or tax advisor or another, to aid in due diligence as proper for your situation to determine the suitability of the risk and tax consequences associated with any investment. The LWM registered Advisor Representatives associated with this website may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any other state resident. For additional information on LWM or any of its affiliated persons who are registered or required to be registered as Adviser Representatives of the firm, please visit www.adviserinfo.sec.gov, view our website at www.libertygroupllc.com, or contact us directly at 411 30th Street, 2nd Floor, Oakland, CA 94609, Main: 510.658.1880, Toll-Free: 888.588.5818, Fax: 510.658.1886. Registration with the U.S. Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
LWM advisory clients agree to pay an asset-based advisory fee calculated according to the indicated schedule:
$0 - 1,000,000 - 1.25%
$1,000,001 - 3,000,000 - 1%
$3,000,001 - 5,000,000 - 0.85%
$5,000,001 - 10,000,000 - 0.80%
$10,000,001 - 25,000,000 - 0.70%
$25,000,001 - 50,000,000 - 0.40%
Above $50,000,001 - 0.30%
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7 авг 2024
