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LSF Newsletter

Stay current on financial planning topics and market news.

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Liberty Sound Financial provides a concierge wealth experience for individuals seeking sophisticated investment leadership. Founded by Greg Horne, CFA, our practice is built on the pillars of transparency, evidence-based factor investing, and deep estate integration. We go beyond the "standard" portfolio, offering our clients unique entry points into private equity and institutional-grade assets. At LSF, we don't just manage accounts; we steward the financial futures of the families who trust us.

Connect With Us: To schedule a private meeting to discuss your goals, e-mail Ghorne@nationwideplanning.com or call (201) 476-0029 ext. 3047.

Newsletters

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Accumulation

Estimate the future value of your current savings.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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