Lift-Up Financial Services

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

Have you calculated your "Retirement Number"? Here are some concepts to help you see that you need to do some additional...
09/02/2026

Have you calculated your "Retirement Number"? Here are some concepts to help you see that you need to do some additional calculations.

You may have a specific number in mind for when you'd like to retire, but that isn't all that you should consider.

Are you the type of person who worries that taking a vacation might cause you to miss out on something in your job or yo...
09/01/2026

Are you the type of person who worries that taking a vacation might cause you to miss out on something in your job or your life? Here is a suggestion on why you may want to reconsider that point of view.

Forget the staycation. Research reveals that travel can build stress resilience, sharpen cognitive health and ward off depression far better than staying home.

Are you always worried what other people are thinking about you? Here is an argument that suggests you spend more time o...
08/31/2026

Are you always worried what other people are thinking about you? Here is an argument that suggests you spend more time on what YOU'RE thinking and less on what THEY'RE thinking.

The Marcus Aurelius people-pleasing paradox: we love ourselves most, yet hand the final verdict to others. Why?

What do the superrich know that you don't? Here are some insights to what they know, do and use to get, keep and pass al...
08/30/2026

What do the superrich know that you don't? Here are some insights to what they know, do and use to get, keep and pass along.

They lose billions in months and hold quarterly board meetings with their children. Inside the high-stakes, high-reward mindset of the ultrawealthy.

Do you have a favorite investment? Maybe there is an emotional link there? Here is a warning to keep your options open a...
08/29/2026

Do you have a favorite investment? Maybe there is an emotional link there? Here is a warning to keep your options open and avoid an outcome not favorable to you.

After 35 years of stock investing, Jim Osman explains why loving a company’s product can cloud judgment—and why valuation, expectations, and catalysts matter more.

Are you planning on leaving a legacy to your children/grandchildren? Here are some insights on how and when to exercise ...
08/28/2026

Are you planning on leaving a legacy to your children/grandchildren? Here are some insights on how and when to exercise that plan.

Intentional lifetime giving creates far greater impact than lump‑sum inheritances by reducing stress, building responsibility, and passing down values along with wealth.

Is the American Dream still a reality? Here is an argument that it is and how to achieve it.
08/27/2026

Is the American Dream still a reality? Here is an argument that it is and how to achieve it.

For many years, the American dream has been defined by believing that hard work, smart choices, and perseverance can make things happen.

Have you tried to apply AI to your retirement planning? Here are some insights to watch for and some suggestions on how ...
08/26/2026

Have you tried to apply AI to your retirement planning? Here are some insights to watch for and some suggestions on how to use it efficiently.

AI may be changing how people plan for retirement, but what's the best way to use it?

What is motivating you in your investing strategy? Here is a discussion on the forces driving our financial plan.
08/25/2026

What is motivating you in your investing strategy? Here is a discussion on the forces driving our financial plan.

Risk is loud, opportunity is quiet—which helps explain why people often fear loss more than they value upside.

Do you have a Health Savings Account? If you do, are you using the contributions to increase the available funds? Here i...
08/24/2026

Do you have a Health Savings Account? If you do, are you using the contributions to increase the available funds? Here is a suggestion on how you can expand your dollars and have more available when you need it.

HSA balances have hit a record high, but most account holders still keep money in cash instead of investing it. This is a missed opportunity.

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