Market Review: The Year of Living Dangerously The markets, which is to say investors, hate surprises, though that’s pretty much all we get day-by-day. It’s called news. But some years carry bigger surprises than others and 2016 surely falls into that category. From economics…
This being the last business day of the year, we thought we’d reflect on some of the best pieces from TheLiveBigWay® Digest in 2016. In this edition of the Digest, we offer a list of the most popular post in each category. We’ve also assembled a…
Millennials and Money: Starting the Conversation is What Matters Most At an estimated population of 82 million, millennials make up the largest generation in America. Born between 1980 and 1995, members of this cohort have often found themselves to be the subject of everything from…
Capitalizing on Catch Up Contributions While the celebration of one’s 50th birthday may include unwanted over the hill gifts, one “gift” that you can look forward to receiving is the eligibility for catch-up contributions to your retirement accounts. We recommend that you take advantage of…
In Case You Missed It: About Last Night In most of the ways that matter to your finances, the world looks the same following the Presidential election. So here we are, asking ourselves what’s next? We suggest that you hold fast to this: the resilience…
Fear and Loathing on the Campaign Trail Although we’ve borrowed our title from Hunter S. Thompson’s book of essays on the 1972 presidential race, we’re here not to comment on Nixonian high jinks but on the closing days of the present contest. Fear and loathing…
Behind the Scenes: Client Security It seems like every few days there is a new headline about the latest major security breach or hack of personal information – one of the most recent being the breach of over 500 million Yahoo accounts that compromised personal…
Remembering Gene Wilder When a celebrity’s retirement or estate plan is discussed posthumously, it usually tells a cautionary tale about the consequences of poor financial and estate planning. We tend to use these stories to emphasize the importance of planning (even for celebrities who seem…
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…
A Concise History of the Financial Planning Profession Being a member of a profession means having a shared understanding of who we serve and how we serve them, as well as the standards to which we hold ourselves when practicing our craft. For the September…