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Posted May. 06, 2022
As a refresher, a reverse mortgage allows a homeowner to convert some of the equity in his or her home into cash or a line of credit available for spending (or to be used to eliminate a small primary mortgage and increase cash flow that...
Topics: Financial Planning

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
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

Posted Jan. 27, 2022
Once again, the Olympic games are upon us! The 2022 winter games are being held in Beijing, China from February 4 through February 20 and will feature classic sports (like figure skating, speed skating, curling, skiing, and snowboarding) with seven new events in snowboarding, bobsled,...
Topics: Financial Planning

Posted Nov. 10, 2021
Thanksgiving Dinner and Financial Planning in One Sitting The Thanksgiving holiday is right around the corner, and you likely have a lengthy to-do list: menu planning, grocery shopping, cooking, cleaning, et. al. But before you get swept up in the holiday hubbub, we thought we’d...
Topics: TheLiveBigWay® Digest

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