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JULY 2024 Lauren and her husband are excited to share that their family will be growing this fall - they're expecting their second child, a baby boy, in late-September or early-October! Though chasing their busy two-year-old daughter, Aria, while pregnant has been tiring, Lauren has...
Topics: YeBu® News & Events

While we all know that Shakespeare is poetic, a real question many people ask is ‘do I really need renters insurance?’ Our view is, to have, or not to have – is that really a question?! The most common responses for why people don’t have...
Topics: Financial Planning

We share a collection of feel good stories and videos that renew our energy, remind us of our humanity, and keep us grounded in hope. It is our wish that they do the same for you and if you come across any inspiring content, please...
Topics: Fun Stuff

Each year as we take the time to reflect on the days that have passed, and we assemble a collection of our most popular posts from our bi-weekly newsletter, TheLiveBigWay® Digest. This year, in addition to looking at our most viewed posts, we also considered...
Topics: TheLiveBigWay® Digest

Five Financial Fears to Face This Halloween Our ancestors were once afraid of predators and “things that go bump in the night.” Today, while those fears have mostly been relegated to books and movies, they have been supplanted by other, real threats to our wellbeing,...
Topics: TheLiveBigWay® Digest

A Roth conversion is a taxable transfer of assets from your traditional, SEP, or SIMPLE IRA to a Roth IRA in an effort to take advantage of the tax and withdrawal benefits of a Roth IRA. Not only do assets grow tax-deferred in a Roth...
Topics: Financial Planning

Can Your Emergency Fund Withstand… An Emergency? It feels as though we experience a “once-in-a-century” event that leads us to a “new normal” every decade. And those in the media love to proclaim, every time, that “this time is different.” Now, we’re hearing it again:...
Topics: TheLiveBigWay® Digest