Liberty Wealth Strategies

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Liberty Wealth Strategies Dedicated to Helping You
Grow - Preserve & Transfer Wealth
By Simplifying Complex Strategies Kinniry Jr., Colleen M. Jaconetti, Michael A. Bennyhoff, 2016.

Liberty Wealth Strategies was created to deliver a high-end level of care to those who entrust us with their financial well-being. We view every client engagement as a unique opportunity to guide decisions that may impact future generations and value the time you spend with us to craft solutions towards your goals. The Vanguard Group has conducted an ongoing study to measure the value Financial Advisors provide to their clients from financial planning, behavioral coaching, professional investment management and tax efficiencies. That added value, which Vanguard has titled the “Advisor’s Alpha,” has been quantified at 3%.¹

Our service model takes the Vanguard study to another level by incorporating other professions who specialize in their field. By combining the standard activities of a Financial Advisor with the traditional and complex situations Estate Attorneys and CPAs see each day, we stand committed to serving as your financial quarterback and providing a wonderful client experience. Our relationship with you is a partnership that is built to last throughout generations. We utilize the industry's best technology which supports our capabilities in achieving your personal goals. As we strive to offer you the highest level of service, you will continue to have access to the best resources any institution could provide. It is an honor to be a part of your journey and we look forward to serving your family & friends for many years to come.

¹ Source: Francis M. DiJoseph, Yan Zilbering, and Donald G. Putting a Value on Your Value: Quantifying Vanguard Advisor’s Alpha. Valley Forge, Pa.: The Vanguard Group.

Most of the tax benefit for charitable giving disappeared years ago. Nearly 9 in 10 Americans now take the standard dedu...
10/13/2026

Most of the tax benefit for charitable giving disappeared years ago. Nearly 9 in 10 Americans now take the standard deduction, which means most donations no longer help manage a tax bill at all.

And yet people keep giving.

Maybe that says something. The deduction was never really why anyone gave. The cause was.

Talk to your tax, legal, and accounting professionals about how recent tax law changes could affect your giving strategy.

When it comes to small business retirement options, the choices can feel overwhelming. This post highlights that a SEP-I...
10/12/2026

When it comes to small business retirement options, the choices can feel overwhelming. This post highlights that a SEP-IRA, SIMPLE IRA, and 401(k) are structured differently, and that the right fit depends on business size, number of employees, and overall goals.

10/07/2026

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful....

Small business owners often think of their employees as family, but are they set up like it? This post opens the convers...
10/05/2026

Small business owners often think of their employees as family, but are they set up like it? This post opens the conversation around retirement options available to small business employees, reminding owners that a 401(k) isn't the only choice and that some options are built specifically for smaller teams.

Your Digital Life Is Part of Your Legacy Too Your online banking… Your email accounts… Your social media… Your photos… Y...
10/01/2026

Your Digital Life Is Part of Your Legacy Too Your online banking… Your email accounts… Your social media… Your photos… Your digital subscriptions… Most people forget to include Digital Estate Planning, leaving a digital mess that loved ones must untangle. Don’t let your digital life disappear into the unknown. I can help you build or update a Digital Estate Plan that protects every part of your life—online and offline. → Book your Estate Clarity Review today. https://calendly.com/libertywealthstrategies/estate-clarity-visit-southpointe-office https://financeinsights.net/x1QbS8zNku8XO4PsaP1keCavq0d

Avoid these estate planning mistakes.

🔐 October is Cybersecurity Awareness MonthAt Liberty Wealth Strategies, we believe protecting our clients means more tha...
10/01/2026

🔐 October is Cybersecurity Awareness Month

At Liberty Wealth Strategies, we believe protecting our clients means more than helping protect their wealth from downturns in the markets. It also means helping protect their financial information, identity, and assets from criminals.

In an increasingly digital world, cybersecurity is an essential part of wealth protection. Phishing, identity theft, wire fraud, and account takeovers are real threats and they continue to evolve.

Protecting your wealth means protecting all of it.

🔒 Stay alert.
🔒 Verify before you trust.
🔒 Protect your information.
🔒 And when something doesn't look right, stop and ask.

Your Beneficiaries Might Not Be Who You Think One of the easiest-to-avoid estate mistakes? ➡️ Naming only one beneficiar...
09/24/2026

Your Beneficiaries Might Not Be Who You Think One of the easiest-to-avoid estate mistakes? ➡️ Naming only one beneficiary ➡️ Forgetting contingent beneficiaries ➡️ Letting old designations roll over year after year A missing or outdated beneficiary can send your assets into probate, delay distributions, or accidentally disinherit someone you care about. Let’s verify that every account, policy, and asset is set up correctly. → Book your Estate Clarity Review today. https://calendly.com/libertywealthstrategies/estate-clarity-visit-southpointe-office https://financeinsights.net/P0Qrs1AXOF8VD1BsqAmV2fGQ5jP

Start by learning what NOT to do.

When Was the Last Time You Updated Your Will or Trust? Life changes fast—marriages, grandkids, moves, health changes. Yo...
09/17/2026

When Was the Last Time You Updated Your Will or Trust? Life changes fast—marriages, grandkids, moves, health changes. Your estate plan should keep up. Yet one of the most common mistakes I see is updating a plan too infrequently, leaving families exposed at the worst possible time. If it’s been 3–5 years, or if you’ve experienced a major life event, it’s time for a review. Let’s make sure your wishes are protected and your legacy is secure. → Schedule a meeting and get the peace of mind you deserve. https://calendly.com/libertywealthstrategies/estate-clarity-visit-southpointe-office https://financeinsights.net/GB4Xh8NjYuPDq0QHMvNwqtVBKj5

Learn 13 ways to protect your legacy.

09/15/2026

Many people can tell you their portfolio balance. Far fewer can tell you what else determines whether their retirement actually works.That's understandable. The balance is the number on the statement. It's concrete, and it feels like a score. But judging retirement readiness by that one figure is a....

Missteps That Could Cost Your Legacy Most people don’t make major estate mistakes because they don’t care… They make the...
09/10/2026

Missteps That Could Cost Your Legacy Most people don’t make major estate mistakes because they don’t care… They make them because they didn’t know any better. From outdated documents, to missing beneficiaries, to failing to plan at all—there are 13 common missteps that can unintentionally hurt the people you love most. The good news? Every one of them is avoidable with the right guidance. If you want to make sure your plan actually works the way you intend, let’s schedule an Estate Clarity Review. → Schedule your 30-minute review. https://calendly.com/libertywealthstrategies/estate-clarity-visit-southpointe-office https://financeinsights.net/rBw0hVG0QIBvpOWhQazGLfEKdne

This 15-minute read could change your family's future.

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1900 Main Street Suite 231
Canonsburg, PA
15317

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