TheLiveBigWay® Digest

TheLiveBigWay® Digest: Serving You

Posted Jan. 21, 2021

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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TheLiveBigWay® Digest: Pandemic, Politics, and Pocketbooks

Posted Jan. 07, 2021

Consolidated Appropriations Act, 2021 Although it was expected much sooner, a new stimulus bill was signed into law on December 27, 2020. Amongst the thousands of pages of text are quite a few provisions that may impact our Clients, so we’ve read up on the...

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TheLiveBigWay® Digest: Best of 2020

Posted Dec. 23, 2020

Here we are, one week away from the end of 2020 – a year that has been full of newness, creativity, fear, hope, loss, and so much more. Each year as we take the time to reflect on the days that have passed, we like...

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TheLiveBigWay® Digest: Planning with a Twist

Posted Dec. 10, 2020

Year-End Tax Planning with a Twist As we do each year, we are in the process of completing full year-end tax planning reviews for our Clients. In addition to our standard review, we are also considering the impacts of the changes made this year in...

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TheLiveBigWay® Digest: Thanksgiving Edition

Posted Nov. 25, 2020

Bake Up a Budget It doesn’t take much to get caught up in the Thanksgiving hype and suddenly find that your simple dinner menu has turned into a gluttonous affair! One way to stay focused this holiday season – and all year round! – is...

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TheLiveBigWay® Digest: A Lasting Legacy

Posted Nov. 12, 2020

What Is… A Legacy? 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...

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TheLiveBigWay® Digest: V.O.T.E!

Posted Oct. 29, 2020

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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TheLiveBigWay® Digest: Is the Market Color Blind?

Posted Oct. 15, 2020

The Stock Market Doesn’t Care Who’s President As we approach the 2020 Presidential Election, we have received numerous questions from Clients about what will happen to markets depending on who is elected. Read on to learn more about why – red or blue – it...

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TheLiveBigWay® Digest: Grand Passion

Posted Oct. 01, 2020

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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TheLiveBigWay® Digest: Opposites as Complements

Posted Sep. 17, 2020

Make Your Opposite Your Complement 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...

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