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…
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. We have reviewed the Digest posts from 2017 and we share with you the five most popular posts from each…
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…
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…
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….
Financial Planning’s Mission During Life Transitions As summer slides into fall, signs of the changing seasons can be seen across the country and remind us of the rhythm of life’s changes. As financial planners, we are in a unique and privileged position to share in…