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Each year as we take the time to reflect on the days that have passed, and we assemble a collection of our most popular posts from our bi-weekly newsletter, TheLiveBigWay® Digest. This year, in addition to looking at our most viewed posts, we also considered...
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According to the National Retail Federation, more than 165 million people are expected to shop the sales for Black Friday. With the explosion of retail emails, TV commercials, and paper ads that will inevitably catch your eye this weekend, it can be easy to overspend...
Topics: Financial Planning

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,...
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Ask your child what they’re afraid of, and they may say the dark, a monster under the bed, or their school principal. Turn to your friends, however, and you may find that financial concerns – not “things that go bump in the night” – start...
Topics: Financial Planning

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...
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Can Your Emergency Fund Withstand… An Emergency? It feels as though we experience a “once-in-a-century” event that leads us to a “new normal” every decade. And those in the media love to proclaim, every time, that “this time is different.” Now, we’re hearing it again:...
Topics: TheLiveBigWay® Digest