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August Tips and To-Dos While August and the summer months have seemingly flown by, there’s still plenty of time left to take advantage of slower summer days and knock off a few of your financial to-dos. Here are a few timely topics you might want...
Topics: TheLiveBigWay® Digest

How much does a dollar cost? The answer varies depending on your interpretation of the question. According to the Board of Governors of the Federal Reserve System, physical dollars cost 7.5 cents to print. Note that two-dollar bills cost the same amount to print, which...
Topics: Economy and Investing

SYDNEY WOODWARD, CFP®   FINANCIAL PLANNER Sydney Woodward, CFP® holds a Bachelor of Science in Finance from Virginia Tech’s CFP® Certification Education Track. During her time at school, she was involved in the Financial Planning Association Student Chapter, where she was fortunate enough to attend...
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If you’ve seen your spending and saving habits change during the pandemic, you’re not alone. Although the pandemic has been a shared, global experience, everyone’s individual experience has varied; some individuals experienced shifts that have opened new doors, and some have been forced to re-evaluate...
Topics: Financial Planning

Risky Business: When Bonds Act Like Stocks While municipal bonds offer tax-breaks (and sometimes relatively higher yields) that can make them seem like attractive investments, their behavior can be more akin to that of stocks. Read on to learn more about why we steer clear...
Topics: TheLiveBigWay® Digest

Clients sometimes ask us why we don’t recommend carrying municipal bonds in their portfolios, often in response to learning about the tax advantages of owning them or perhaps after hearing about relatively higher yields in the municipal bond market. Before sharing our rationale, let’s first...
Topics: Economy and Investing

Thanks to new regulations and requirements that made a reverse mortgage a more appealing planning strategy for aging clients in multiple scenarios, we're dedicating time to a mini-series that share more information on what a reverse mortgage is, how it works, and more. In the...
Topics: Financial Planning

Watching movies – it’s something we’ve all done and likely continue to do periodically (if not frequently). Whether watching at a drive-in theater, at a movie theater with comfy lounge chairs, or from the comfort of your own home, movies can be a great way...
Topics: Financial Planning