TheLiveBigWay® Digest

The American Rescue Plan Although only sworn into office two days ago, President Biden’s work and planning as POTUS began long before that. Last week, Biden proposed the American Rescue Plan, a $1.9 trillion relief program designed to help fight against the COVID-19 pandemic and...
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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...
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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...
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