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What makes Liberty’s financial content the perfect choice?
- We control the research and writing of all financial content.
- We document every source and meticulously check our facts.
- We maintain close working relationships with compliance and legal departments.
- We update and rewrite any financial content that is affected by new tax legislation.
- We set the bar very high because our client’s reputation is on the line.
- Articles
- Letters
- Newsletters
- Quick Notes
CPA/Tax Articles
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Business Owners
Charitable Giving Yields Tax Benefits for Businesses
Family Employees Bring Home Tax Benefits
Independent Contractor vs. Employee: Understanding the Distinction
Is It Time to Incorporate?
Maximizing Your Travel and Entertainment Tax Deductions
Tax Consequences of Bartering for Businesses
“Taxed” by Self-Employment?
General Tax Planning
A Short Course in Personal and Dependent Exemptions
Coping with the Kiddie Tax Expansion
Do You Owe Estimated Taxes?
How Much Tax Should I Have Withheld?
Identity Theft and Your Taxes
Introduction to Tax Strategy
Maximize Your Credits, Deductions, and Exemptions
Tax Audits: Cause for Concern?
The Basics of Tax Basis
Tips for Steering Clear of the AMT
Which Filing Status Makes Sense for Me?
Year-End Tax Tips: Start Early
Individuals and Families
A Working Parent’s Guide to the Child and Dependent Care Tax
Capital Gains: Taxes for Mutual Funds That Have Lost Value
Caregivers May Qualify for Tax Credits
Claiming the Medical Expenses Tax Deduction
Complexity Reigns When Claiming a Charitable Deduction
“Gifting” Your Way to Estate Tax Savings
Keeping Taxes Low When Making Loans to Family Members
Maximizing Health Insurance Tax Deductions
Mutual Funds: Taxable Transactions
Reporting Tips as Taxable Income
Roth IRA Conversions Available for Higher Income Taxpayers
Take the Long View for a Successful Retirement
Taking Advantage of the Student Loan Interest Deduction
Tax Advantages of Turning a Hobby into a Business
Tax Benefits of Donating Used Vehicles to Charity
Tax Breaks for Long-Term Care Insurance
Tax Facts for the Unemployed
Tax Planning for Retirees
Tax Relief in the Wake of a Disaster
Taxes and Your Estate: Reconcile Your Domicile
Taxes and Your Retirement Destination
Taxing Issues for Divorcing Couples
Trimming Your Taxes While Saving for Retirement
When It’s Time to Support Those Who Supported You
Work-Rleated Educational Expenses: Are They Deductible?
Your Legacy and Generation-Skipping Taxes
Tax Legislation Updates
Health Care Reform Legislation Includes CLASS Act
HIRE Act Provides Incentives for Hiring and Retaining Workers
Inflation Has Little Effect on Taxes in 2010
New Split-Refund Option Available in 2010
Patient Protection Act: Detailing the Tax Provisions
Letters
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Agent Introduction Letter
Business Mid-Year Tax Planning Letter
Business New Year Tax Planning Letter
Mid-Year Tax Planning Letter
New Year Tax Planning Letter
Referral Request Letter
Referral Thank You Letter
Tax Legislation Update Letter
Thank You for Your Business Letter
Newsletters
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Quick Notes
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Business Mid-Year Tax Planning
Business New Year Tax Planning
Mid-Year Tax Planning
New Year Tax Planning
Referral Request
Tax Legislation Update
- Articles
- E-Brochures
- Letters
- Newsletters
- Quick Notes
Financial Planning Articles
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Business Owners
Achieving Business Profitability: Calculating Your Break-Even Point
Benefit Planning: Staying One Step Ahead of the Competition
Business Succession Planning: Ten Steps to Success
Choosing the Right Retirement Plan for Your Business
Effective Cost Management Builds a Solid Foundation
Employee Benefits: Providing Flexibility and Choice
Key Employees: Protecting Your Most Valuable Assets
Options for Financing Your Business
Planning for the Life Stages of Your Business
Tips for Getting Paid Promptly
Economics
Taking Measure of Inflation
Understanding Interest Rates and Your Financial Situation
Education
529 Plans: A College Savings Alternative
Help Your College Student "Make the Grade" in Personal Money Management
The Coverdell ESA: A Savings Plan That Pays for More Than Just College
Estate Planning
The ABCs of Estate Planning
Dividing the Family Pie: Are Equal Slices Best?
Helping Elders Manage Their Assets
Your Financial Affairs: What Your Children Should Know
Investments
Analyzing Investment Styles: Growth vs. Value
Assessing Portfolio Risk
Evaluating Investment Performance with Market Benchmarks
Fixed Annuities: Prepare for Retirement
Giving Stock to Children, Saving on Taxes
Hand in Hand—Dollar Cost Averaging and Diversification
Investments—Know Your Options
Is an Annuity Right for You?
"Laddering" Fixed-Income Investments
Newlyweds: Get a Financial Head Start
Saving on Taxes While Keeping Your Portfolio in Balance
Tax-Exempt vs. Taxable Income: Which Is Better?
Tips for Your 401(k) Plan
The Power of Tax-Deferred Annuities
Personal Finance
Assessing Your Financial Situation
Financial Strategies: Preparing for Your Future
How to Avoid Becoming a Victim of Identity Theft
Keep Debt in Check
Making Life’s Transitions More Manageable
Money Management throughout Life Stages
Protecting Your Financial Information in Cyberspace
Regular Reviews: Building Your Financial Foundation
Shielding Your Finances from Disaster
Some Things to Consider When Making Regular Charitable Gifts
Straighten Up Your Financial House!
Ten Ways to Stretch Your Money
Retirement
Assessing Your Retirement Resources
Mapping the Road to Retirement
Pension Proceeds: Making the Right Choice
Retirement Savings Worksheet
Social Security and Your Retirement
E-Brochures
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Benefits of Financial Planning
Funding Your Retirement
Mutual Fund Investment
Personalize Your Portfolio
Saving for Higher Education
Time is Money
Variable Annuities
Letters
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Business Key Employee Letter
Business Owner Estate Planning Letter
Business Owner Retirement Planning Letter
Business Owner Succession Planning Letter
Estate Planning Letter
Financial Planning Letter
Investments Letter
Referral Request Letter
Referral Thank You Letter
Retirement Planning Letter
Tax Planning Letter
Thank You for Your Business Letter
Newsletters
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Your Personal Financial Planning Update
Financial Planning for Your Business
Quick Notes
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Business Owner
Estate Planning
Financial Planning
Investments
Referral Request
Retirement Planning
- Articles
- Letters
- Newsletters
- Quick Notes
Insurance Articles
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Annuities
Add Flexibility to Your Pension Plan with a Fixed Annuity
Fixed Rate Annuities and Your Savings Strategy
Playing the Field with Variable Annuities
Risk and Reward: Fixed and Variable Annuities
Business Owners
Basics of Employee Benefits
Business Succession Planning: Ten Steps to Success
COBRA: Continuing Health Care Coverage for Former Employees
Employee Life Insurance May Hold the “Key”
Health Savings Accounts: Offering Options to Employees
Key Employees: Protecting Your Most Valuable Assets
Planning Ahead with Long-Term Care Insurance
Protect Your Business with Disability Income Insurance
Securing a Business Loan with Term Life
Using Life Insurance for Business Ends
Disability Income Insurance
Disability Income Insurance: Some Features Say It All
Protect Your Earning Power with Disability Income Insurance
The Importance of Disability Income Insurance
Who Needs Disability Income Insurance?
General Insurance
Managing the Death of a Spouse or Parent
The Changing Face of America: Dual Income Families
Understanding the Importance of Insurance
Health Insurance
COBRA: Continuing Health Care Coverage
Healthy, Wealthy, and Wise
Life Insurance
A Short Course in Insurance: Term vs. Permanent
Assigning Your Life Insurance Policy
Consider Inflation When Assessing Your Insurance Coverage
Customizing Life Insurance with Policy Riders
How Charitable Giving Can Really Pay Off
How Much Life Insurance Do You Really Need?
Insurance Protection for Life’s Key Stages
Insuring a Stay-At-Home Parent
Life Insurance and Divorce: Protecting Your Family’s Future
Life Insurance and Your Estate: Adding It All Up
Life Insurance Solutions for Unmarried Couples
Life Insurance: Changing Times, Changing Needs
Permanent Life Insurance Offers Benefits at Any Age
Shielding Your Insurance from Estate Taxes
Survivorship Life: A Win-Win for Your Family
Sweet Charity: Life Insurance Gifts
Taking Annual Gifts to Another Level
Term Conversion: Changing Times, Changing Needs
Touching All the Bases with Policy Ownership
Understanding Life Insurance Beneficiary Designations
Long Term Care Insurance
A Brief Look at LTC Riders
Assessing the Needs of an Aging Parent
Baby Boomers and Retirement
Long-Term Care Insurance Provides Relief for Caregivers
Long-Term Care Insurance: Stay Current
Preparing for Long-Term Care
Spotlight on Assisted Living/Residential Care
Letters
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Agent Introduction
Annual Review
Annuities
Business Key Employee Insurance
Business Owner Estate Planning and Insurance
Business Succession Planning
Disability Income Insurance
Estate Planning and Insurance
Life Insurance
Long Term Care Insurance
Referral Request
Referral Thank You
Thank You for Your Business
Quick Notes
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Annuities Business
Business Owner Disability
Life Insurance
Long Term Care Insurance
Referral Request
- Articles
- Letters
- Newsletters
- Quick Notes
P&C Insurance Articles
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Auto
An Easy Rider’s Guide to Motorcycle Insurance
Auto Theft: How to Avoid Becoming a Victim
Buying a Car? Safety Matters
Do You Need Rental Car Insurance?
Factoring Auto Insurance Rates
Six Simple Tips to Trim Auto Insurance Costs
The Winding Road of Automobile Insurance
What to Do After an Auto Accident
When a Car Crash Is No Accident
Business Owners
“Insure” Success with Your Home-Based Business
A Commercial Umbrella for When It Pours!
Additional Insured: Naming Names
An Environmental Issue: Something in the Air?
An Insurance Advisory for a Safer Trip in Cyberspace
Assessing Business Risks
BOPs: A Risk Management Solution for Small Businesses
Brushing Up on Everyday Insurance Terms
Don’t Let a Product Liability Claim Injure Your Bottom Line
Elements of an EPLI Policy
Emergency Preparedness for Your Business
Filling the Gaps with Endorsements
Life Insurance for Key Employees
Protecting Your Business on the Road
Protect Your Business with Disability Income Insurance
Professional Liability Insurance
When Disaster Strikes: Business Income Insurance to the Rescue
Workers Compensation: A Time-Honored Benefit
General Insurance
Appraisals “Insure” Protection for Your Valuables
Do You Know What Your Insurance Doesn’t Cover?
Does Your Insurance Coverage Still “Fit”?
Get Complete Coverage with a Personal Umbrella
Identity Theft: Protection and Prevention
Insurance 101: The Basic Terms
Disaster Preparedness: Protecting Your Family and Your Property
Review Insurance Needs Annually
Smooth Sailing with Boat Owners Insurance
Social Networking and Your Personal Liability
Special Event Protection for Your “I Dos”
The Basic Three: Life, Health, and Disability Insurance
Understanding the Importance of Insurance
Homeowners
Complete Your Collection with Insurance
Conduct a Homeowners Insurance Check-Up
Homeowners Insurance: Understanding the Basics
In the Doghouse with Vicious Breeds
Let’s Talk about Fire Prevention
Little-Known Facts about Flood Insurance
Safely Insured against Severe Storms
Sewer Backup: Unpleasant and Expensive
Should Your Homeowners Policy Insure Your Land?
The Importance of Rental Insurance
Letters
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Agent Introduction
Auto Insurance
Business Insurance
General Insurance
Homeowners Insurance
Referral Request
Referral Thank You
Thank You for Your Business
Quick Notes
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Auto Insurance
Business Insurance
Homeowners Insurance
Insurance Program
Referral Request
Umbrella Insurance
- Articles
- Letters
- Newsletters
- Quick Notes
Real Estate Articles
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Business Owners
Clearing Winter Walkways
Crime-Proofing Your Business
Disaster Planning for Your Business
Frozen Pipes: A Preventable Nightmare for Business Owners
Is Your Home Office Tax Deductible?
Making Your Business More Energy Efficient
Contractors
Building Green, or Just Building Better?
Preserving Trees During Construction
Radiant Heating: Providing Comfort to Clients
Selling Home Buyers on Energy Efficiency
The Benefits of Energy-Efficient Windows
Up On the Green Roof
Homeowners
Aging in Place with Home Modifications
Control Your Runaway Expenses and Still Have Fun
Fire Safety Tips for Your Home
Protecting Your Home against Mold
Spring Cleaning: Go Green
Tax Breaks for Job Search and Moving Expenses
Which Home Improvements May Benefit You?
Your Estate, Your Domicile, and Taxes
Your Vacation: An Invitation to Burglars?
Mortgages
Financing Options for Homebuyers and Homeowners
Mortgage Finance Basics
Prepay Your Mortgage: Save Interest
Tax Advisory: Guidelines for Deduction of Mortgage Points
Today’s Mortgage Variations Suit Many Needs
Use a Mortgage When Lending Large Amounts to Your Children
When Does It Make Sense to Refinance Your Mortgage?
Property Insurance
A Close Look at Condo Insurance
Do You Have a Current Home Inventory?
Flood Insurance: Staying High and Dry
Home Improvements: Filling the Gaps with Insurance
Home Sweet Home: The Power of Your Homeowners Policy
Operating a Business from Home: What’s Covered?
Protect Your Business with an Ordinance or Law Endorsement
The Importance of Rental Insurance
Will Your Homeowners Policy Stand Up to Rough Weather?
Real Estate
A Vacation Home: The Ultimate Hideaway
Benefit Trade-Offs in Property Titling
Buying a New Home? Do Your “Homework”
Flipping Real Estate: Consider the Tax Consequences
Home Sweet Home Equity
Like-Kind Exchanges: Still a Viable Tax Shelter
Rent or Own: You Decide
Selling Your Home:The Best of Both Worlds
Strategies to Sell Your Home
Tax Breaks for Landlords
Tax Deductions for Work-Related Moves
The Economics of Space: Buying vs. Leasing
Letters
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Agent Introduction Letter
Business Buyer Letter
Business Seller Letter
First Time Homebuyers Letter
Home Staging Letter
Referral Request Letter
Referral Thank You Letter
Thank You for Attending the Open House Letter
Thank You for Listing Letter
Thank You for Your Business Letter
Quick Notes
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Business Buyer
Business Seller
First Time Homebuyers
Home Staging Letter
Individual Seller
Referral Request
- Articles
- Letters
- Newsletters
- Quick Notes
Small Business Articles
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Compensation
Compensation Strategies for Small Business Owners
ESOPs: Giving Employees a Stake in the Company
Profit-Sharing: Age and Service Weigh In
Taking Stock: Know Your Options!
Executive Benefits
Employee Life Insurance May Hold the “Key”
Executive Benefits: Carving Your Way to Success
Focus on Nonqualified Deferred Compensation Plans
From Golden Handcuffs to a Golden Handshake
General Benefit Planning
Designing an Employee Benefit Plan
Developing a Telecommuting Strategy to Ensure Business Continuation
Drafting an Effective Employee Handbook
Employee Orientation: Getting New Hires Off to a Good Start
Guidelines for Employment Recordkeeping
Improving Employee Performance with the Right Incentives
Independent Contractor or Employee?
Managing Labor Costs to Help Avoid Layoffs
Perk Up Your Employees: They May Feel Better
Personnel Management Options for Small Businesses: You Needn’t
Public Health Risks Highlight Need for Employer Preparation
Recognizing the Value of Part-Time Workers
Recruiting: The Benefits of Benefits
Respecting ERISA
Taking on Interns: A Win-Win for Your Business
The Benefits of Employee Evaluations
Group Benefits
529 Plans: Helping Employees Save for Education
Cafeteria Plans Provide Tax Savings and Flexibility
Health Savings Accounts: Advantages for Employers and Employees
Setting Up a Tax-Advantaged Commuter Benefits Program
Spotlight on Group Insurance
Retirement
401(k)s: Preferred Choice for Retirement Savings
A SEP May Be the Ideal Choice
Boosting Benefits with Roth 401(K)s
Defined Benefit Plans: An Attractive Option for Small Businesses
Educating Your Employees about Their 401(k) Plan
Hybrid Defined Benefit/401(k) Plan: Simplifying Retirement Plans
Retirement Planning: Know Your Options
SEPs and the Self-Employed: A Quick Review
Small Business: Retirement Planning Just Got SIMPLE
Solo Opportunities: One-Person 401(k)s
Understanding Retirement Plans
Wellness Programs
Bringing Mom Back on the Job after Having a Baby
EAPs: Helping Employees Overcome Personal Challenges
Family-Friendly Policies Help Retain Top Workers
Helping Employees Balance Work and Eldercare Responsibilities
Paid Time Off for Workers Can Pay Off for Employers
Reducing Employee Stress Levels Can Improve Bottom Line
The Benefits of Volunteering
Thinking out of the Cube: Moving toward a Mobile Workforce
Wellness Programs Contribute to a Healthy Bottom Line
Work-Life Benefits and Employee Retention
Letters
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Agent Introduction Letter
Executive Benefits Letter
Group Benefits Letter
Referral Request Letter
Referral Thank You Letter
Retirement Planning Letter
Thank You for Your Business Letter
Wellness Programs Letter
Quick Notes
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Executive Benefits Quick Note
Reevaluating Your Benefit Plan Quick Note
Referral Request Quick Note
Retirement Plans Quick Note
Small Business Benefit Planning Quick Note
Wellness Programs Quick Note
- Articles
- E-Brochures
- Letters
- Newsletters
- Quick Notes
Wealth Management Articles
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Business Owners
Asking Family or Friends to Invest in Your Business
Becoming a Better Negotiator
Building the Value of Your Business
Buy-Sell Agreements: Are You Prepared?
Disability and Your Business
Family Business: Laying the Groundwork for Success
Helping Your Community While Improving Your Bottom Line
Implementing a Knowledge Management Strategy
Planning Continues Upon Retirement for Business
Preparing for the Future with Family Limited Partnerships
Retiring Business Owners: Plan for Succession
Stepping Out of Your Predecessor’s Shadow
Valuing Your Closely Held Business
Charitable Giving
It’s Your Money . . . Who Decides How Your Charitable Dollars Will Be Spent?
Leave a Legacy for Your Favorite Charity
Private Foundations: Stretch Beyond Traditional
Estate Planning
Alphabet Soup: ILITs and the GST
Appraising Your Appraiser
Asset Protection at a Glance
Estate Equalization: Is It Right for You?
Estate Planning and Your Family Business
Estate Planning for Intellectual Property
Minimizing Taxes with Private Annuities
Offset the Effects of Inherited Wealth with Incentives
Securing Future Care with a Special Needs Trust
The Importance of Domicile for Your Estate Plan
Insurance
Augmenting Annual Gifts with Life Insurance
Living Value: The Other Side of Life Insurance
Investments/Annuities
A Few Words about Hybrid Funds
Capital Gains Taxes: Making the Most of Low Rates
Exercise Caution When Exercising Incentive Stock Options
Giving Stock to Children, Saving on Taxes
Increasing Portfolio Efficiency with Strategic Asset Allocation
Investing: A World of Opportunities
Investments for the Stages of Your Life
Is an Equity-Indexed Annuity Right for You?
Is It Time to Look at Municipal Bonds?
Maximizing the Potential of Money Market Funds
Split Annuities: Combining Income with Flexibility
The Dangers of Trying to Time the Market
Value Investing and Today’s Affluent Portfolio
Real Estate Taxation
Finance Tactics for the New Mortgage Market
The Tax Advantages of Your Second Home
Retirement Planning
Age Matters for Your Retirement
America’s Changing Vision of Retirement
Early Retirement: Achieving Your Goals
Entrepreneurship: New Beginnings for Retirees
Roth IRAs: Give Your Children a Head Start for Retirement
Stretching an IRA Into Future Generations
Tax Planning for Retirees
E-Brochures
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Benefits of Financial Planning
Funding Your Retirement
Mutual Fund Investment
Personalize Your Portfolio
Saving for Higher Education
Time is Money
Variable Annuities
Letters
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Business Owner Estate Planning Letter
Business Owner Retirement Planning Letter
Business Owners Succession Letter
Key Employee Letter
Estate Planning Letter
Referral Request Letter
Referral Thank You Letter
Thank You for Your Business Letter
Investments Letter
Annual Review Letter
Financial Planning Letter
Retirement Planning Letter
Tax Planning Letter
Quick Notes
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Business Planning Strategies
Developing a Financial Plan
Developing an Investment Strategy
Preparing for Retirement
Preserving the Assets in Your Estate
Referring My Services
- Greeting Cards
- Memos
- Reports
Greeting Cards
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Birthday
Option A
Option B
Option C
And many more!
New Year/Holiday
Option A
Option B
Option C
And many more!
Memorial Day
Option A
And more!
4th of July
Option A
And more!
Veterans Day
Option A
And more!
Thanksgiving
Option A
And more!
Memos
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Annual Review Memo
Event Invitation Memo
Meeting Confirmation Memo
Meeting Thank You Memo
Policy Renewal Memo
Schedule a Meeting Memo
Workshop/Seminar Invitation Memo
Workshop/Seminar Thank You Memo
Reports
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A Tax and Economic Update
Green Living
Ideas for Your Finances
Living Your Life Well
Your Bookshelf
Your Retirement Destination
