TheLiveBigWay® Digest

How It Works: TheLiveBigWay® Safe-Spending System We believe we bring value to our Clients in a number of ways, but one of the most significant ways we impact their lives is through TheLiveBigWay® Safe-Spending System. We’ve discussed the philosophy behind this system in the past,...
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The Impact of Financial Literacy When it comes to financial literacy, society generally agrees that money is an essential part of our modern lives, and the US has a glaring gap in financial education. As such, the responsibility to empower people with the knowledge to...
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Things are buzzing inside the Yeske Buie community these days, and our traditional Digest format didn’t quite fit all of the pieces we wanted to focus on today. We hope you enjoy the change and find the content to be helpful, engaging, and informative as...
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The Three Rs of IRAs Using savings tools like Traditional and Roth IRAs can be a great way to put money away towards your future retirement, and deciding which tool to use is an important decision as there are a number of tax related implications...
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Reverse Mortgage Mini-Series: Part IV If you have read the previous pieces in this mini-series, you’ve read about what reverse mortgages are, how they work, when they might make sense, and the general methods through which money can be obtained. Now it’s time for some...
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Things to Consider When Changing Banks Change can be a good thing. But change for the sake of change does not always result in progress. If you’re thinking about changing banks, it’s important to consider a number of factors including what kind of service and...
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Personal Finance: A Video Series Today we share the first video of a new series focusing on a variety of personal finance related topics. Throughout the series, Financial Planner, Cole DeLucas, will share quick tips and relevant information on employer-provided benefits, cashflow planning, policy-based financial...
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The Secure Act 2.0 The SECURE Act 2.0 is here. SECURE stands for Setting Every Community Up for Retirement Enhancement and this bill is all about retirement planning. While there isn’t a headliner provision quite as prolific as there was in the SECURE Act passed...
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