Financial Goals - The Liberty Portfolio

IRA Investing

Top 10 Questions to Ask Before Opening an IRA

Are you asking the right questions before opening an IRA to ensure it fits your financial goals? Continue reading to discover the essential considerations.

The Liberty Portfolio Team
September 24, 2025

Retirement Planning

How Much Do You Really Need to Retire in 2025?

Find out how much you really need to retire in 2025 and discover strategies to close the savings gap before it’s too late.

Nancy
July 26, 2025

Retirement Planning

Retirement Planning for Small Business Owners

Keeping small business owners informed about affordable retirement options is crucial…

The Liberty Portfolio Team
December 18, 2025

Retirement Planning

Effective Use of Catch‑Up Contributions in Your 50s and 60s

Maximize your retirement savings in your 50s and 60s with strategic catch-up…

The Liberty Portfolio Team
December 17, 2025

Retirement Planning

Early Retirement: Assessing the Impact on Your Nest Egg

Theoretically, early retirement can diminish your savings growth and security, making…

The Liberty Portfolio Team
December 17, 2025

Retirement Planning

Retirement and Mental Health: Maintaining Well‑Being

With retirement's challenges and opportunities, understanding how to maintain mental…

The Liberty Portfolio Team
December 16, 2025