Lift-Up Financial Services

Call Directions Website Contact the business

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

With these challenging times, we need to be flexible and nimble. Here is one method to make sure we are ready to make a ...
10/19/2026

With these challenging times, we need to be flexible and nimble. Here is one method to make sure we are ready to make a move when we need to.

Your Plan A doesn’t guarantee job security in today's volatile market as AI replaces jobs, but these six simple steps can help you build a Plan B before you need it.

Are you charitably inclined? What are your motivations? Here are some considerations to make your contributions more mea...
10/18/2026

Are you charitably inclined? What are your motivations? Here are some considerations to make your contributions more meaningful.

Three questions to ask that will uncover values behind giving and what it will ultimately accomplish.

What does the American Dream cost? Once you know, how do you fit into the planning? Let me know.
10/17/2026

What does the American Dream cost? Once you know, how do you fit into the planning? Let me know.

Investopedia’s exclusive analysis shows that the “American Dream” is 4% more expensive than it was a year ago.

Worried about the impact of AI on your career? Here is some good news to consider.
10/16/2026

Worried about the impact of AI on your career? Here is some good news to consider.

The great news about AI isn’t that machines are becoming more capable. It’s that we’re getting clearer about what makes humans valuable.

I tell people who come to me for financial advice that my biggest competitor is AI (it used to be Google). I also tell t...
10/15/2026

I tell people who come to me for financial advice that my biggest competitor is AI (it used to be Google). I also tell them my best ally is their 80 year old self. We have some interesting conversations.

What would your 80-year-old self wish you worried less about—and made more time for? You don’t have to wait decades to find out.

How well are you aging? Does your chronological age match your biological age? Maybe you (and me) should get tested.
10/14/2026

How well are you aging? Does your chronological age match your biological age? Maybe you (and me) should get tested.

Wall Street Journal columnist Jamie Waters took part in a longevity fitness challenge to find out how well he’s aging and learn how people are turning back the clock.

Are you wondering what to invest in now? Here is a good summary of options to consider.
10/13/2026

Are you wondering what to invest in now? Here is a good summary of options to consider.

Investment pros say investors shouldn’t abandon bonds, but instead focus on those with shorter maturities.

Do you feel rich? Do you feel your work efforts are being rewarded? Here is a perspective to possible change your outloo...
10/12/2026

Do you feel rich? Do you feel your work efforts are being rewarded? Here is a perspective to possible change your outlook on life.

America may be richer than ever on paper, but in an economy built increasingly on intangibles, prosperity can still feel strangely hard to hold onto.

Are you getting ready to retire? Here are some elements to put into your planning to ease the transition.
10/11/2026

Are you getting ready to retire? Here are some elements to put into your planning to ease the transition.

Don't retire. This article describes what to do instead: Find a new identify, discover purpose, develop structure, control ego, and find your tribe.

Are you considering rolling over your IRA into another financial product? Here are some transactions you want to avoid.
10/10/2026

Are you considering rolling over your IRA into another financial product? Here are some transactions you want to avoid.

Rollover situations in particular are rife with land mines that can trigger taxes and penalties. Here's what to know.

Address

Campbell, CA

Telephone

+18885111269

Website

Alerts

Be the first to know and let us send you an email when Lift-Up Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Lift-Up Financial Services:

Shortcuts

Share

Category