TheLiveBigWay® Digest: Winter is Coming
We’ve been talking about (and perhaps agonizing over) the same headlines all year, and what a year it’s been. As we head into the final quarter of 2022, we thought we’d spend a few minutes reflecting on how the third quarter unfolded. Click here to watch a bite-sized version of our normal webinar commentary in which we review what’s been happening in financial markets, offer a few thoughts on inflation and interest rates, and identify the key items we’ll be watching as the year comes to a close.
Use It or Lose It
If you have a flexible spending account (FSA), you typically have until December 31 to spend the funds you’ve deferred. With less than 80 days left this year, plan ahead so you don’t lose out!
Keep Calm and File On
The application window to file for federal financial aid for the 2023 – 2024 school year opened on October 1. Here’s what you need to know about the application process.
Financial Planning is Magic
We’ll never get tired of saying it – financial advice is nice, financial planning is MAGIC. How can you tell if you’re working with a GOOD financial planner? Here are a few red flags.
Earlier this week, we went live with veteran information security professional, Erich Kron, and had a lively conversation about cybercriminals, the psychology behind common scams, and how to stay protected. Erich shared a number of valuable stories and suggestions, and we think you’ll find yourself feeling the need to change a password or two by the end of the video! In case you missed it, here’s a recording of the engaging and informative presentation and a cheat sheet Erich shared that can help you avoid a scam!
Recent studies suggest that the average person could have as many as 100 passwords in their digital life – 100! While it’s nearly impossible to remember that many, taking shortcuts by reusing or simplifying passwords can make your personal information vulnerable. To that end, we share one way to stay sane as you try to remember your passwords.
The 2022 tax filing season is nearing it’s end with the deadline to file your extended 2021 returns coming up on Monday, October 17. After the deadline, our team will be in touch to request that you send us a copy of your final documents if you haven’t done so already. Having this information on hand is important for us to provide accurate tax-related advice through the rest of the year including analyzing Roth conversions, updating retirement capital projections, calculating tax projections, and tracking tax data that can impact investment decisions. If your return was recently completed, you can send it to us using one of the secure methods described here.
