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The SECURE Act 2.0 is here. It’s part of the 4,000+ page New Year’s gift to us all that was signed into law on December 29, 2022 by President Biden, also known as the Consolidated Appropriations Act of 2023. SECURE stands for Setting Every Community...
Topics: Financial Planning

Do you have questions about Medicare? You're not alone! When it comes to selecting Medicare coverage, navigating plan options can be an overwhelming process. Especially when you consider all of the changes in the insurance and healthcare industry over the past few years, like advances...
Topics: Financial Planning, Webinars and Videos

Weekend Chart Challenge 3.0 The last few years of market performance have been full of downs and ups (some big up) and downs again. And given this year’s performance, many are asking what’s up and what’s next. As we’ve always said, we don’t have a...
Topics: TheLiveBigWay® Digest

The world lost an icon last month with the passing of Queen Elizabeth II, whose 70 year reign left a lasting legacy not only on the U.K., but on the entire world. As we reflect on the Queen's mighty legacy, we are reminded of the...
Topics: Financial Planning

Winter is Coming We’ve been talking about (and perhaps agonizing over) the same headlines all year, and what a year it’s been. As we head into the final quarter of 2022, we thought we’d spend a few minutes reflecting on how the third quarter unfolded....
Topics: TheLiveBigWay® Digest