Author: Yeske Buie

How It Works: Social Security Googling ‘Social Security’ will turn up dozens of resources on the rules of the program and strategies for maximizing your benefits. There simply don't seem to be enough resources, however, that explain how Social Security actually works when you’re ready to receive...
Topics: TheLiveBigWay® Digest

Soundbite: Replay - Resilience With markets roiled by fears of inflation, rising interest rates, and all the unknowns of the ongoing war in Ukraine, we thought we’d share a brief perspective on what it all means and the most productive lens through which to view...
Topics: TheLiveBigWay® Digest

Getting caught in the rain without an umbrella may cost you a new outfit, but getting caught in the aftermath of an incident without an umbrella insurance policy could cost you way more! While an umbrella protects you from the elements, a personal umbrella insurance...
Topics: Financial Planning

It feels like your loved one’s financial and legal affairs are in good shape. They have a will and a trust; they have named a power of attorney; they have life insurance policies, health directives, and documented plans for their property and other physical assets....
Topics: Financial Planning

Love can make the world go 'round! But when you think about your favorite memories with your sweetheart, do you think about your financial conversations? Probably not. Money talk with your significant other is an important part of a complete and healthy relationship, although it...
Topics: Financial Planning

These days, changing jobs is fairly commonplace, and the transition can be a whirlwind, both exciting and daunting at the same time. It is a time of emotion and change in responsibilities, visibility, and decisions, including financial decision. Putting your financial situation in order and...
Topics: Financial Planning

What to Expect When Consolidating Accounts Transitionary times – retirement, starting a new job, etc. – can be stressful, especially when unfamiliar processes like paperwork and money movement are involved. In this short video, Financial Planner, Cole DeLucas shares a brief summary of the logistical...
Topics: TheLiveBigWay® Digest

It’s a true privilege to share the news that Sydney Woodward has passed the CFP® Exam! Sydney discovered the financial planning profession by accident just a few years ago, and now she’s only a few months away from earning the prestigious certification. While the journey...
Topics: YeBu® News & Events