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When it comes to financial literacy, there are a few sentiments that society generally agrees upon: Money and finances are an essential part of our modern lives. The United States has a glaring gap in financial education for both children and adults. Without a formal...
Topics: Financial Planning

The Three Rs of IRAs Using savings tools like Traditional and Roth IRAs can be a great way to put money away towards your future retirement, and deciding which tool to use is an important decision as there are a number of tax related implications...
Topics: TheLiveBigWay® Digest

Using savings tools like Traditional and Roth IRAs can be a great way to put money away towards your future retirement, and deciding which tool to use is an important decision as there are a number of tax related implications to keep in mind. We...
Topics: Financial Planning

In turbulent times like these, our Clients often ask how we’re protecting their assets. In this piece, we’ll focus on the measures our strategic partner, Charles Schwab, takes to focus on asset protection and ensure our Clients’ accounts are safe. Schwab is one of the...
Topics: Economy and Investing, Financial Planning

Reverse Mortgage Mini-Series: Part IV If you have read the previous pieces in this mini-series, you’ve read about what reverse mortgages are, how they work, when they might make sense, and the general methods through which money can be obtained. Now it’s time for some...
Topics: TheLiveBigWay® Digest

Things to Consider When Changing Banks Change can be a good thing. But change for the sake of change does not always result in progress. If you’re thinking about changing banks, it’s important to consider a number of factors including what kind of service and...
Topics: TheLiveBigWay® Digest

Change can be a good thing. But change for the sake of change does not always result in progress. If you’re thinking about changing banks, it’s important to consider number of factors. In this space, we’ll discuss: Deciding to Make a Change What to Look...
Topics: Financial Planning

A frequent question we hear from our Clients, “When is the right time to buy a house?” The reality is that there’s never a perfect time to buy a house; it’s challenging any time, even in a buyers’ market. In our view, it isn’t about timing...
Topics: Financial Planning