Lift-Up Financial Services

Lift-Up Financial Services Financial Services
With LIFT-UP Retirement Resolution, focus on our clients' lives

Do you want to improve your status at work? Here are some elements to apply to increase people's perception of you.
06/03/2026

Do you want to improve your status at work? Here are some elements to apply to increase people's perception of you.

Following simple modern-day etiquette in an inceasingly digital, AI-driven world can create more positive connections and improve your professional image.

When you negotiate, do you feel there is opposition to a successful outcome? Here is a great article on how to increase ...
06/02/2026

When you negotiate, do you feel there is opposition to a successful outcome? Here is a great article on how to increase the positive results.

Stop leaving money on the table. Learn why mindset, not strategy, is the real barrier to negotiating, and how shifting your identity can transform every conversation.

Is the glass half-full or half-empty? How does your perspective affect your thinking? Here are some answers for you.
06/01/2026

Is the glass half-full or half-empty? How does your perspective affect your thinking? Here are some answers for you.

The benefits—and dangers—of optimism

You and your team left the meeting all hyped to accomplish the task. Then little slips started showing up. Here is why a...
05/31/2026

You and your team left the meeting all hyped to accomplish the task. Then little slips started showing up. Here is why and some ideas to reduce the impact.

Even when meetings end with everyone agreeing, side conversations can dissolve alignment. Here's how to stop the drift.

Are you trying to keep your portfolio balanced? Are you using AI to accomplish that task? Here is a warning on relying o...
05/30/2026

Are you trying to keep your portfolio balanced? Are you using AI to accomplish that task? Here is a warning on relying on the new technology to make investment decisions for your long term goals.

Thinking about rebalancing? It makes a lot of sense, and could be especially important today.

Are you or someone you know dealing with grief? Here is a concept worth considering.
05/29/2026

Are you or someone you know dealing with grief? Here is a concept worth considering.

One-third of American adults are estimated to be grieving at any moment in time, and wellness resorts are offering them new (and communal) ways to heal.

Is this crazy world causing you stress in your investment strategies? Here is a concept and how to handle today's pressu...
05/28/2026

Is this crazy world causing you stress in your investment strategies? Here is a concept and how to handle today's pressures.

Tenets of behavioral finance can help soothe investors who are worried global events could derail their long-term financial plans.

Where are you in your retirement planning? Do you have enough to retire? Here are some elements to consider in your plan...
05/27/2026

Where are you in your retirement planning? Do you have enough to retire? Here are some elements to consider in your planning.

The amount an individual should save for retirement ultimately comes down to a variety of factors like their standard of living, where they live, their healthcare needs, when they plan to collect Social Security, and more.

Are you weighing working longer or retiring sooner? Here are some thoughts on what to expect and how to plan for conting...
05/26/2026

Are you weighing working longer or retiring sooner? Here are some thoughts on what to expect and how to plan for contingencies.

Spending more in retirement isn't inherently a bad thing—as long as you're spending intentionally.

Are you itching to launch a new gig? Here are some guidelines to help you make the leap (or not).
05/25/2026

Are you itching to launch a new gig? Here are some guidelines to help you make the leap (or not).

Audit your readiness against the three key pillars of solopreneur success.

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Campbell, CA

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+18885111269

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