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“Finfluencers”: How Social Media Has Influenced Financial Decisions

Posted Jul. 19, 2022

In a world where so much information is at always the tip of your fingers, it is easier than ever to get answers to an array of questions. Along with the positives of quickly available information comes the risk of misinformation. While these issues have...

Topics: Financial Planning

Managing Money Emotions

Posted Jul. 01, 2022

Money is emotional, there’s no way around it. And too frequently, some of the most common emotions are negative – shame, fear, guilt, envy – and they can keep you up at night. According to a National Foundation for Credit Counseling survey, nearly 70% of...

Topics: Financial Planning

Live Big® Maps: Your Goals Come to Life

Posted Jun. 15, 2022

Financial planning derives its greatest value from a deep relationship between a planner and the Client. We’ve written about the importance of our discovery process before and the behavioral science research behind it. As a product of our discovery process, we assemble the Live Big®...

Topics: Financial Planning

How It Works: Social Security

Posted May. 19, 2022

The vast majority of resources on Social Security focus on the thousands of rules and the myriad of strategies to maximize your Social Security benefits. There simply don't seem to be enough resources, though, that explain how Social Security actually works when you’re ready to...

Topics: Financial Planning

TheLiveBigWay® Digest: Calming a Case of the Jitters

Posted May. 12, 2022

How Low Will Stocks Go? When it comes to financial markets’ performance, 2022 has been a challenging year (and that may be putting it mildly); many are wondering how much worse it can get. As is seemingly always the case, there are a number of...

Topics: TheLiveBigWay® Digest

Reverse Mortgage Mini-Series: Part III

Posted May. 06, 2022

As a refresher, a reverse mortgage allows a homeowner to convert some of the equity in his or her home into cash or a line of credit available for spending (or to be used to eliminate a small primary mortgage and increase cash flow that...

Topics: Financial Planning

Don’t Forget the Umbrella

Posted Apr. 29, 2022

Getting caught in the rain without an umbrella may cost you a new outfit, but getting caught in the aftermath of an incident without an umbrella insurance policy could cost you way more! While an umbrella protects you from the elements, a personal umbrella insurance...

Topics: Financial Planning

Divorce – Are You Ready or At Least Organized?

Posted Apr. 29, 2022

The decision to get divorced is never easy. Even if it is your idea, there is a lot of thinking involved. To be ready to divorce your partner usually means being able to make a clear unemotional decision that you can stand by through time....

Topics: Financial Planning

Job Change Checklist

Posted Apr. 29, 2022

These days, changing jobs is a fairly commonplace. Chances are you will change jobs more than once in your career, if not several times. These job transitions can be a whirlwind, both exciting and daunting at the same time. It is a time of emotion,...

Topics: Financial Planning

TheLiveBigWay® Digest: Great Expectations

Posted Apr. 28, 2022

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...

Topics: TheLiveBigWay® Digest

Search

“Finfluencers”: How Social Media Has Influenced Financial Decisions

Managing Money Emotions

Live Big® Maps: Your Goals Come to Life

How It Works: Social Security

TheLiveBigWay® Digest: Calming a Case of the Jitters

Reverse Mortgage Mini-Series: Part III

Don’t Forget the Umbrella

Divorce – Are You Ready or At Least Organized?

Job Change Checklist

TheLiveBigWay® Digest: Great Expectations

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