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LSF Newsletter

Stay current on financial planning topics and market news.

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Please feel free to contact us with any questions.

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

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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