Liberty Advisory Group

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Liberty Advisory Group At Liberty Advisory Group our mission is to help preserve and protect our clients’ assets to help them feel more confident in their retirement future.

Our goal is to help our clients avoid unnecessary taxes and build assets for their retirement future.

Protect yourself from identity theft.
10/18/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Does your insurance cover you if you get into an accident with an uninsured driver?
10/17/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
10/16/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
10/15/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Your child may already have a Trump Account. That doesn’t mean it’s set up.The Treasury Department says automatic enroll...
10/14/2026

Your child may already have a Trump Account. That doesn’t mean it’s set up.

The Treasury Department says automatic enrollment now covers every eligible child with a valid Social Security number. But a parent or legal guardian still has to formally activate the account, either at trumpaccounts.gov or through the program’s app.

📌 Babies who are U.S. citizens with a Social Security number and were born between January 1, 2025, and December 31, 2028, may qualify for a one-time $1,000 government contribution once the account is claimed.

A few details families are weighing: Yearly contributions are capped at $5,000, though government and charitable contributions don’t count toward that limit. The money generally can’t be touched until a child turns 18, and earnings are taxed when withdrawn. That’s a key difference from 529 accounts, which grow tax-free but are limited to education costs.

Which account fits best depends on what a family is saving for, and that’s a conversation worth having with a financial professional.

Your child may be enrolled in a “Trump Account” whether you realize it or not. Rolled out earlier this year, the Trump Accounts program allows parents to claim special investment accounts for children who are 18 years old or younger.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
10/14/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
10/13/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

A surprise $90 deposit is landing for some Medicare enrollees this week. For roughly 40 million others, nothing is comin...
10/12/2026

A surprise $90 deposit is landing for some Medicare enrollees this week. For roughly 40 million others, nothing is coming.

The payments are going to people in traditional Medicare Part B, which covers doctor visits, outpatient care, and preventive screenings. Medicare Advantage enrollees, people who pay income-related premiums, and those who already receive premium assistance are not eligible. Most deposits arrive through the Social Security Administration, while some beneficiaries will get a paper check later in October labeled “Medicare Improvement Fund Payment.”

📌 The standard Part B premium is $202.90 in 2026 and is expected to reach $209.50 in 2027.

That context matters. Some analysts note the $90 helps but won’t fully offset rising premiums, and healthcare costs remain a top financial concern across age groups.

For now, the payment is a welcome bit of relief. The bigger question is how coverage costs keep pace over time.

Millions of seniors are getting $90 direct deposits from Social Security this week, prompting questions about the source of the money.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
10/12/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
10/11/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Address

228 Canal Boulevard Suite 1
Ponte Vedra Beach, FL
32082

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19048343544

Website

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