TheLiveBigWay® Digest

TheLiveBigWay® Digest: The Great Reboot

Posted Mar. 04, 2021

The Magic of Financial Planning We’ve said it before, and we’ll say it again. Financial planning is MAGIC! Financial planning, real financial planning, transforms lives. And a recent New York Times story by Ron Lieber beautifully articulates this belief. In his piece, Lieber shares his...

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TheLiveBigWay® Digest: Everyone Knows a Millennial

Posted Feb. 18, 2021

Money and Millennials The Millennial generation, those currently between age 25 – 40, has a lot on their minds when it comes to their finances. From starting their careers, to student loan debt, saving for or buying a home, saving for retirement, and family planning,...

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TheLiveBigWay® Digest: Flourish, Don’t Fumble

Posted Feb. 04, 2021

The Payment Predicament With over 42 million Americans holding federal student loan debt, it is likely that you or someone you know has been paying close attention to the legislation regarding deferred interest and payments. Current legislation extends deferrals through September 2021, and now we’re...

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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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