New Charitable Deduction Rules for 2021
Did you know that even if you won’t be itemizing your tax deductions on your 2021 federal tax return that you may be...
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Protecting Our Open Spaces: Teton Regional Land Trust
The concept of Servant Leadership runs through everything we do at Liberty Wealth Advisors®. Whether it be in our client...
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Liberty Wealth Advisors® appoints Dawn Clingan as Client Relationship Manager
Liberty Wealth Advisors® is pleased to announce the appointment of Dawn Clingan as Client Relationship Manager. Clingan...
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Common Factors Affecting Retirement Income
A number of factors can affect your retirement income, and it’s important to take them all into account as you plan and...
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Pay Down Debt or Save for Retirement?
Like many people, you may be torn between paying off debt and the need to save for retirement. Both are important; both...
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Strength in Numbers: Securing Your Online Accounts With Strong Passwords
It can be challenging to create secure passwords to protect your accounts. However, you want to ensure that your online...
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Secure Your Tax Return With an IRS Identity Protection Pin (IP PIN)
In the past decade, the IRS has incorrectly paid out tens of billions of dollars in fraudulent tax returns due to...
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Choose a Safer New Year’s Resolution
Popular New Year’s Resolutions often revolve around health-centric goals. These can include implementing healthier...
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First, do no harm
On my computer monitor, I have taped a small piece of paper with the words primum non nocere. It’s Latin—a “dead”...
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A Topic of Current Interest: Bond Investing in Today’s Market Environment
Investment decision-making is rarely easy. The stock market is setting new highs? Maybe we should wait for a pullback...
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The Risk of Market Timing
The Risk of Market Timing The slide below shows how important it is to stay fully invested and how missing even a day of...
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Benefits of Staying Fully Invested
This table shows that stocks generated their greatest returns during the first 12 months of the recovery. Missing even...
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