Author: Yeske Buie

We are deeply saddened by the passing of television icon, Alex Trebek. With his quick wit and unwavering dedication to the game, Alex Trebek was more than just a show host. He was a teacher, a jokester, and a curator of tradition for millions of...
Topics: Financial Planning, Fun Stuff

In this edition of the Digest, we wanted to do things a little differently. This message comes to you just four days before our country’s very important and historic election, and we sincerely hope that you have made (and maybe have already executed!) a plan...
Topics: TheLiveBigWay® Digest

These are widely considered some of life's most valuable resources - are you making the most of them? Whether you answer yes or no, we want to share with you 25 tips, tricks, and life hacks to help you Live Big® more easily. In this...
Topics: Webinars and Videos

When Projections Align with Reality As financial planners, we are continuously reassessing the assumptions we make in the retirement projections we build for our Clients. We recently back-tested our portfolio’s performance over the past 26 years, confirming again that one of our most critical assumptions...
Topics: TheLiveBigWay® Digest

Introverts and extroverts. Alphas and betas. Early birds and night owls. Spenders and savers. Whether or not you believe in the idea that opposites attract, it’s not uncommon to find yourself in a committed relationship with a partner who holds different beliefs than your own...
Topics: Financial Planning