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Hardly a week goes by where the term “net worth” doesn’t pop into a conversation, ad, or other media. Despite its prevalence, however, understanding how to calculate it and why, in some ways, it can be more important to one’s financial health than watching the...
Topics: Financial Planning

As members of the Millennial generation – loosely defined as those born between 1981 and 1996 – we are part of one of the country’s largest financial demographics. Millennials are forecast to compromise 75% of the global workforce by 2025(1), and one recent study shows...
Topics: Financial Planning, YeskeBuie Millennial

The Payment Predicament With over 42 million Americans holding federal student loan debt, it is likely that you or someone you know has been paying close attention to the legislation regarding deferred interest and payments. Current legislation extends deferrals through September 2021, and now we’re...
Topics: TheLiveBigWay® Digest

Although 2020 has been anything but normal, there are some normal numbers updates we confirm around this time each year. Those numbers include things like maximum IRA contribution amounts, catch-up contributions, Social Security increases, and more. Read on to see the updated numbers you can...
Topics: Financial Planning

As we do each year, we are in the process of completing full year-end tax planning reviews for our Clients. In addition to our standard review, we are also considering the impacts of the changes made this year in response to the pandemic, as well...
Topics: Financial Planning

In this edition of the Digest, we wanted to do things a little differently. This message comes to you just four days before our country’s very important and historic election, and we sincerely hope that you have made (and maybe have already executed!) a plan...
Topics: TheLiveBigWay® Digest

When Projections Align with Reality As financial planners, we are continuously reassessing the assumptions we make in the retirement projections we build for our Clients. We recently back-tested our portfolio’s performance over the past 26 years, confirming again that one of our most critical assumptions...
Topics: TheLiveBigWay® Digest