TheLiveBigWay® Digest

TheLiveBigWay® Digest: More Secure

Posted Feb. 20, 2020

The SECURE Act As you may have read, the SECURE Act was signed into law late last year and consists of tax law changes that will affect all of us. The biggest changes impacting financial planning decisions include the delayed beginning age for Required Minimum...

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TheLiveBigWay® Digest: What’s the Difference?

Posted Feb. 05, 2020

FSA vs. HSA: What's the Difference? Health care costs - premiums, deductibles, and copays – can be unpredictable and add up quickly. As such, it’s important to have an effective health care plan in place. The IRS offers two tremendous strategies that can be taken...

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TheLiveBigWay® Digest: Super Strategies

Posted Jan. 23, 2020

Protect Your Child's Future Credit Never before has so much of our personal information been so widely available. We hope that you’ve taken proper preventative measures to protect your personal information in this reality, and wonder if you’ve taken the same precautions for your loved...

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TheLiveBigWay® Digest: Meaningful Money Conversations

Posted Jan. 09, 2020

Meaningful Money Conversations As financial planners, we are entrusted with one of life’s most delicate subjects, money. And it’s no news to us or to you that discussing money can sometimes be difficult. Despite the possibility of discomfort however, being able to talk about money...

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TheLiveBigWay® Digest: The Best of 2019

Posted Dec. 26, 2019

Today in this final 2019 edition of the Digest, we reflect and share a collection of some of our most popular posts from TheLiveBigWay® Digest in 2019. We hope you enjoy reading (or re-reading!) these pieces and we hope you and yours continue to have...

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TheLiveBigWay® Digest: Art and Science

Posted Dec. 12, 2019

Periodic Table of Returns Diversification is one of the most powerful strategies an investor can employ when implementing their investment philosophy. To demonstrate exactly why diversification is so important, we share a chart ranking the performance of the components of the Yeske Buie portfolio over...

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TheLiveBigWay® Digest: Holiday Weekend Edition

Posted Nov. 27, 2019

In this edition of the Digest, we take inspiration from the holiday weekend and share three pieces that honor the fundamentals of Thanksgiving, Black Friday, and Cyber Monday. We hope you enjoy the light reading and we wish you and yours a harvest of blessings,...

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TheLiveBigWay® Digest: A Strong Alliance

Posted Nov. 14, 2019

Divorce - Are You Ready or At Least Prepared? The decision to get divorced is never easy. To be ready to divorce your partner usually means being able to make clear, unemotional decisions that you can stand by through time, and let go of all...

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TheLiveBigWay® Digest: Influential Understanding

Posted Oct. 31, 2019

The DFA Approach: Maximizing Return and Minimizing Risk Yeske Buie adopted the Dimensional philosophy more than 25 years ago, and we continue to use their mutual funds as the base of our Clients’ portfolios. Read on to learn more about how Dimensional’s top minds use...

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TheLiveBigWay® Digest: The Golden Years

Posted Oct. 17, 2019

Turning Your Portfolio into a Paycheck How much can I safely spend from my portfolio in retirement? How will I know if I’m heading for trouble? What will I need to do to get back on track? As our Clients approach retirement, they often wonder how...

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