TheLiveBigWay® Digest: Buzz-y Season
Don’t Be Fooled By Debt
Debt is a scary word for many people. And while there’s reason to be cautious, debt can also be an effective resource on one’s financial journey. Let’s reframe debt as a tool instead of a threat.
4/01(k) Day
Not into celebrating April Fool’s Day? Try celebrating 4/01(k) Day instead! Make sure you’re maximizing the unique benefits of your 401(k) plan – here are 10 advantages to consider.
Lauren Stansell Featured on a Podcast!
Our Partner, Lauren Stansell, has been featured on the NextGen Planners podcast episode called Powerful Discovery Meetings. Lauren is an exemplar when it comes to discovery – see why it’s her favorite part of the planning process!
Upcoming Webinar: Markets & the Economy
The first quarter of 2023 is in the books and it was an eventful time for markets and the economy. Join us on Wednesday, April 19 at 11am PT | 2pm ET to discuss interest rates, inflation, banks, and more. Register today!
March Madness Money Lessons
The spectacle of March Madness is upon us and presents several themes that can be universally applied. We share five creative connections to financial planning. Go Hokie women’s team!
A Compliance Mindset
You will soon receive an email from us with our compliance disclosures. We take compliance requirements, like this one, very seriously, as their purpose is to protect you, our Clients, from bad actors. Here’s more about our compliance mindset.