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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

Posted May. 12, 2022
It was only a few short weeks ago that we got together for our webinar on April 21st (Russia, Inflation, and Oil - Oh My!), and since then financial markets have had an ugly run. Through May 11th, both the S&P500 and the MSCI All...
Topics: Economy and Investing

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

Posted Apr. 29, 2022
It feels like your loved one’s financial and legal affairs are in good shape. They have a will and a trust; they have named a power of attorney; they have life insurance policies, health directives, and documented plans for their property and other physical assets....
Topics: Financial Planning

Posted Apr. 29, 2022
These days, changing jobs is fairly commonplace, and the transition can be a whirlwind, both exciting and daunting at the same time. It is a time of emotion and change in responsibilities, visibility, and decisions, including financial decision. Putting your financial situation in order and...
Topics: Financial Planning

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

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