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Weekend Chart Challenge 3.0 The last few years of market performance have been full of downs and ups (some big up) and downs again. And given this year’s performance, many are asking what’s up and what’s next. As we’ve always said, we don’t have a...
Topics: TheLiveBigWay® Digest

The world lost an icon last month with the passing of Queen Elizabeth II, whose 70 year reign left a lasting legacy not only on the U.K., but on the entire world. As we reflect on the Queen's mighty legacy, we are reminded of the...
Topics: Financial Planning

Winter is Coming We’ve been talking about (and perhaps agonizing over) the same headlines all year, and what a year it’s been. As we head into the final quarter of 2022, we thought we’d spend a few minutes reflecting on how the third quarter unfolded....
Topics: TheLiveBigWay® Digest

Last Updated: May 28, 2026  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 recent Mind over Money...
Topics: Financial Planning

Financial planning derives its greatest value from a deep relationship between a planner and the Client. We’ve written about the importance of our discovery process before and the behavioral science research behind it. As a product of our discovery process, we assemble the Live Big®...
Topics: Financial Planning

The vast majority of resources on Social Security focus on the thousands of rules and the myriad of strategies to maximize your Social Security benefits. There simply don't seem to be enough resources, though, that explain how Social Security actually works when you’re ready to...
Topics: Financial Planning