Liberty One Wealth Advisors

?? Embrace Your 5: The Secret to Enjoying Life ?? Financial planning doesn’t mean cutting out all the fun. Your “5%” is like a cheat meal—it’s the part of your budget to enjoy guilt-free. Whether it’s a Halloween costume for your dog or a little splurge that makes you smile, embracing your 5 helps you stay on track with the other 95%. ?? ?? Ready to balance your spending and saving? Let Liberty One Wealth Advisors help you create a plan that works for your life. #EnjoyYour5 #SmartSpending #WealthManagement #FinancialFreedom #PlanSmart #LibertyOneWealthAdvisors

Giving back isn’t just meaningful—it can also be a smart tax strategy when done right. As tax season approaches, consider how your charitable contributions can help you maximize deductions while supporting causes you care about. Here are some quick tips: ?? Itemize to claim deductions instead of taking the standard deduction ?? Donate appreciated stock to avoid capital gains tax ?? Use a Donor Advised Fund (DAF) for immediate tax benefits and long-term charitable impact ?? Consider a Qualified Charitable Distribution (QCD) if you're 70? or older to reduce taxable income ?? Want to optimize your giving strategy? Watch the video to learn more! ?? https://loom.ly/AXs5cc0

This Women’s History Month, we’re empowering women to take control of their financial futures. Women face unique financial challenges, but small, intentional steps can lead to lasting security. Here’s how to kick-start your investing journey: ? Set Goals – Break big dreams into achievable steps. ? Build a Smart Budget – Use tools like Rocket Money or YNAB. ? Start Investing – Even small contributions can grow over time. ? Seek Expert Advice – A trusted advisor can help you stay on track. ? Keep Learning – Tune into Inevitable Wealth for financial insights. Taking charge of your wealth is empowering. Contact us today to find out how: https://loom.ly/SYdVt3M

It’s been five years since the pandemic triggered one of the most dramatic market downturns in history. From the initial panic and rapid recovery to today’s challenges—rising inflation, shifting interest rates, and supply chain disruptions—the financial landscape continues to evolve. In the latest episode of our podcast, Inevitable Wealth, we explore: ? The biggest market winners and losers ? Key lessons for investors navigating uncertainty ? How the post-pandemic economy continues to shape markets today ?? Listen to the full episode: https://loom.ly/z4SuvXM

Monday Money Minute: Tax Deductions vs. Tax Credits Not all tax breaks are created equal! In this week's episode, we break down the difference between tax deductions and tax credits. It's important to know the distinction. #MondayMoneyMinute #TaxTips #SmartMoneyMoves

This #InternationalWomensDay, let’s talk about the power of financial independence. Women face unique financial challenges—longer lifespans, income gaps, and career pauses for caregiving. But with the right guidance, you can take control of your financial future. ?? ?? 71% of women now invest in the stock market—an 18% increase from last year! Progress is happening, but financial confidence starts with a plan designed for YOU. ?? Dream big. ?? Set goals. ?? Build wealth on YOUR terms. #WomenAndWealth #FinancialEmpowerment #IWD2025 #InternationalWomensDay

As International Women’s Day approaches, we recognize the importance of financial planning tailored to women’s unique needs. Longer lifespans, income gaps, and career pauses for caregiving can create challenges—but with the right strategy, women can build lasting financial security. Fidelity's 2024 Women & Investing Study study shows that 71% of women now invest in the stock market—an 18% increase from last year. While this progress is promising, financial stress remains a concern for many. At Liberty One Wealth Advisors, we believe that a strategic financial plan—focused on budgeting, investing, and long-term wealth building—provides confidence and peace of mind. By taking proactive steps today, women can create a secure and empowered financial future. ??Plan with purpose. Invest with confidence. Build wealth on your terms. Looking for more financial guidance for women, by women? Book a complimentary call today with Fan Feng, CFP?: https://loom.ly/SYdVt3M

?? Monday Money Minute: What’s a Mega Backdoor Roth? ?? Want to grow your retirement savings tax-free but don’t qualify for a Roth IRA? Enter the Mega Backdoor Roth! ?? Here’s how it works: 1?? Your 401(k) must allow after-tax contributions and in-service rollovers. 2?? Contribute to the after-tax bucket and roll it over into a Roth IRA. 3?? Enjoy the benefits of tax-free growth! ?? Confused? Reach out to Liberty One Wealth Advisors, and we’ll guide you through every step! #MegaBackdoorRoth #RetirementPlanning #TaxFreeGrowth #WealthManagement #MondayMoneyMinute #LibertyOneWealthAdvisors

Giving Your Kids a Financial Head Start? We all want to set our kids up for success, and that includes their financial future. Here are some smart money moves parents can make to give their children a head start in life. Building generational wealth starts with intentional planning. Let’s make sure the next generation is financially prepared!? #MondayMoneyMinute #GenerationalWealth #FinancialParenting #MoneyMoves

?? Prioritizing Your Future: Financial Tips for New Parents ?? Welcoming a new baby? While baby clothes are adorable, consider this: focusing on your retirement and financial future first sets a strong foundation for your family. ?? ?? Take care of your finances so you’ll have flexibility when it’s time to support your child’s education. Whether contributing to a 529 plan, assisting with student loans, or leveraging your peak earning years, planning ensures stability for your family. ?? ?? Contact Liberty One Wealth Advisors to plan your family’s future today! #FinancialTips #NewParents #FamilyPlanning #WealthManagement #FinancialPlanning #LibertyOneWealthAdvisors