TheLiveBigWay® Digest: Building Financial Fortitude

Did you know that a lack of disability insurance is a growing crisis for millions of working Americans? According to the National Safety Council, 498 Americans became disabled in the last ten minutes. For most working people, human capital is their most valuable asset, and anything that interrupts their earnings can wreak havoc on one’s financial plan. Read on to learn more about the underestimated power of disability insurance and why it is so important to have sufficient protection.

With St. Patrick’s Day on the horizon this weekend, we’re reminded of the beautiful symbolism of the traditional Irish icon, the shamrock. According to tradition, the four leaves of a shamrock represent love, respect, wealth, and health. These characteristics resonate with us for many reasons, especially their alignment with the Live Big philosophy. In this vein, we share our thoughts on the differences between being rich and being wealthy, and discuss how you can have a wealthy mindset. Happy St. Patrick’s Day!

We hope to see you next month at our in-person event in Virginia in celebration of and in gratitude for YOU. The event will be held on Thursday, April 18 from 4:00pm – 7:30pm at J. Gilbert’s Restaurant in McLean, VA. The event will feature flavorful hors d’oeuvres and lively conversation with our team and other like-minded individuals in a cozy, upscale private room. Use this link to RSVP today to let us know whether or not you’ll be able to join us. We look forward to making new memories with you!

Today in this space, we introduce you to Tim Connolly, a new Associate Financial Planner in our San Francisco office. Tim joins the team with several years of professional experience in tax consulting and financial planning. His favorite part of financial planning is the ability to work with so many talented and interesting people, and he’s excited to start working with YOU, our amazing Clients, very soon. In this edition of Meet the Team, we learn more about Tim’s perspective on life, family, and financial planning, including what he thinks is the secret sauce to genuinely caring for our Clients. Welcome, Tim!