TheLiveBigWay® Digest

How It Works: Social Security Googling ‘Social Security’ will turn up dozens of resources on the rules of the program and strategies for maximizing your benefits. There simply don't seem to be enough resources, however, that explain how Social Security actually works when you’re ready to receive...
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Soundbite: Replay - Resilience With markets roiled by fears of inflation, rising interest rates, and all the unknowns of the ongoing war in Ukraine, we thought we’d share a brief perspective on what it all means and the most productive lens through which to view...
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What to Expect When Consolidating Accounts Transitionary times – retirement, starting a new job, etc. – can be stressful, especially when unfamiliar processes like paperwork and money movement are involved. In this short video, Financial Planner, Cole DeLucas shares a brief summary of the logistical...
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Investment Philosophy: Bite Size Edition Investing in the market is often compared to riding a roller coaster, implying that both your money and your emotions will experience highs and lows over time. While volatility is inevitable throughout your investment journey, we have a fundamentally grounded...
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March Madness Money Lessons The NCAA Men’s Basketball Tournament championship game – the pinnacle of the sport – is upon us. And perhaps unsuspectingly, the spectacle of March Madness presents several themes that can be universally applied. From the emotionality of the games to the...
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Empowering Women in the Great Wealth Transfer March is known as Women’s History Month and serves as a dedicated time to celebrate the accomplishments of women and the strides that have been made to create an environment of equality. And while great progress has been...
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Soundbite: What’s to Come from Washington? If you were paying attention to discussions about Biden's Build Back Better plan in 2021, you may have heard a lot about big potential tax law changes. But there hasn’t been much discussion in the new year – so...
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