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Thanksgiving Dinner and Financial Planning in One Sitting The Thanksgiving holiday is right around the corner, and you likely have a lengthy to-do list: menu planning, grocery shopping, cooking, cleaning, et. al. But before you get swept up in the holiday hubbub, we thought we’d...
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

Inflation – Still Not Spooked (Seriously) It’s the story that won’t go away, so we’re not going to stop commenting on it. That’s right – inflation is dominating the headlines again. And we’re still not worried about it. Today we dig into the underlying causes...
Topics: TheLiveBigWay® Digest

Benjamin Graham, widely known as the "father of value investing," once wrote, “The investor’s chief problem – and even his worst enemy – is likely to be himself.” All humans carry with them biases shaped by their backgrounds and experiences, which influence every decision they...
Topics: Financial Planning