Search

You Thought You Were Done? Maintaining Your Estate Plan How often do you think about your estate plan? Most people think that once the process of creating an estate plan is done, the plan can simply sit. Guardians are assigned, beneficiaries designated, power of attorney...
Topics: TheLiveBigWay® Digest

You’ve no doubt noticed the downdraft in global stock markets this week, which are currently entering “correction” territory with a cumulative 10% decline. Although it’s never possible to precisely identify the causes of any given market decline, the current consensus is that investors are worried...
Topics: Economy and Investing

Being financially responsible is not always an easy task. We encounter financial decisions – like the following – on a regular basis, and it can be difficult to know which path will help us achieve our goals. How do we invest our savings? How much...
Topics: Financial Planning

Health care costs - premiums, deductibles, copays, and other out-of-pocket expenses – can be unpredictable and add up quickly. As such, it’s important to have an effective health care plan in place, and the IRS offers two strategies that can be taken advantage of: the...
Topics: Financial Planning

As financial planners, we are entrusted with one of life’s most precious and delicate subjects, money. And it’s no news to us or to you that discussing money, even with a financial planner, can sometimes be difficult. In fact, according to a 2014 Wells Fargo...
Topics: Financial Planning