As we enjoy the final days of 2017, we thought we’d reflect on some of the best pieces from TheLiveBigWay® Digest over the past year. In this edition of the Digest, we share a list of the most popular posts in each of our five…
Estate Planning for Animal Lovers When thinking about estate planning, many topics come to mind – like, what property, houses, and cars you own, who will handle the distribution of your assets, and how you will care for your children, grandchildren, and other loved ones….
Medicare: Making Enrollment Make Sense While one’s 65th birthday no longer signifies reaching the “Full Retirement Age” milestone for Social Security retirement benefits, turning 65 still has a unique perk – gaining eligibility for Medicare. Being eligible for the program, however, doesn’t mean that it’s…
A Practical Approach to Cash Flow Complexities When life happens, the financial aspects of figuring out what to do next can make taking that next step an overwhelming task. Using policies to manage cash flow on an ongoing basis removes the budgetary uncertainties and clarifies…
Employee Stock Options: Simplified Chances are you have had stock options at one point or another or know someone who has. The term ‘stock options’ refers to company stock incentives offered to company employees. The stock incentives may come in many different shapes and sizes…
Supernatural Influences of Estate Planning With Halloween just around the corner, you may find yourself watching one of the many “reality” TV shows centered on hunting down supernatural influences. Whether or not you believe in the supernatural, one could argue that there is a tangible…
Modern Day Literacy – More Than Just Words Credit cards, mortgages, auto loans, tax returns, college savings plans, 401(k)s . . . money (in all of its flavors) is all around us. But do we as a society really understand it? Are we financially literate?…
Qualified Charitable Distributions – A Powerful Way to Give Each year, many of our Clients share their charitable intentions with us and we work to ensure they’re able to express those intentions in such a way that they and the charity receive the maximum benefit….