Lift-Up Financial Services

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United States
Campbell, CA
Lift-Up Financial Services

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

07/19/2026

What is your relationship with your job? How are you making career decisions? Here is some input on elements that can satisfy your professional goals as well as your personal desires.

The future of work is giving people greater flexibility to choose where they live, how they earn, build careers and redefine success on their own terms.

07/18/2026

Do you think your 401k statement accurately tells your how much you will receive in retirement? I'm sorry to tell you, it does not.

Savings plans must provide future income projections based only on your current balance. That could tempt younger workers to stop investing.

07/17/2026

We keep extending the life expectancy for our citizens. What does that create for those that live longer? That's the challenge to consider.

As America marks 250 years, rising U.S. life expectancy may be one of its greatest achievements. The next challenge: turning added years into better lives.

07/16/2026

Do you find it hard to change or start a habit? Here is a perspective that might help you adjust your thinking and improve your outcome.

New research says joy, not shame, is what makes better habits stick. Here's the 5-step method two UBC psychologists use to build them.

07/15/2026

Are you in or near your 50's? Are you seeking new opportunities? Here are some great concepts to consider as you move along in your journey to your next level.

'Bob and weave' employment is a thing for the 50-plus crowd

07/14/2026

Are you wondering where our economy is going and how you should invest? Here is one man's opinion. Based on his history, you might want to consider his advice.

Treasury Secretary Scott Bessent spoke at the Economic Club of New York on June 23. The event wasn't closely watched, but according to Mohamed El-Erian, more investors should be clued into what Bessent said in his remarks.

07/13/2026

What's important in your retirement planning? I know you financial situation is important, but maybe there are other elements that beg your attention too.

Discover why “core pursuits” matter more than money for retirement happiness—and learn a simple Top Five exercise to design a purpose-driven, thriving life after work.

07/12/2026

Are you adding funds to your 401k and they're being allocated to an ROTH account? Read these warnings to ensure you don't get any surprises next April.

If you are a high-earning employee over age 50 and planning to fund catch-up contributions in your 401(k), take a few minutes to make sure the money is going to the right place.

07/11/2026

Are you pondering when to take Social Security? Here are some answers to that question and some additional queries.

If you’re tempted to claim Social Security benefits early because you’re worried about future reductions to Social Security benefits, don’t make any hasty decisions until you analyze your situation further.

07/10/2026

Do you want your heirs to treat your money as well as you are doing? It comes down to communication. Do you need help communicating with your loved ones? DM me and I might be able to help you.

New research suggests most wealthy families aren’t having discussions with younger generations about the purpose or goals of family wealth.

Address

Campbell, CA

Telephone

+18885111269

Website

https://www.taxreductionbyjerrysheridan.com/

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