TheLiveBigWay® Digest: On Trend and En Garde

TheLiveBigWay® Digest: On Trend and En Garde

Post-Pandemic Personal Finance Trends

Medical mask protects money dollars from covid-19.

If you’ve seen your spending and saving habits change during the pandemic, you’re not alone. As we enter what we hope will be a post-pandemic era, researchers have been curious to learn more about our individual and collective pandemic experiences, and have identified some interesting trends in the realm of personal finance. Let’s take a closer look at what they’ve found…

Let the Games Begin

After a year-long delay, the Olympic games are finally upon us! While the upcoming competitions may vary widely with respect to the skills needed to win gold, we think that the athletes’ training and performance happen to align with our work in financial planning. From dedication, to training, to performance, to teamwork, we highlight various similarities as a fun ode to the 2020 Olympic games.


Way to go, Ryan!


We are proud to share that Ryan Kelly has passed the CFP® Exam! After logging more than 250 hours of study time over the past three months, Ryan learned more than just financial concepts – he also learned more about himself and gained a deeper appreciation for what it means to be a financial planner. Join us in congratulating Ryan on this milestone accomplishment.

Phishing, Smishing, and Vishing – Oh My!

We’ve used this space before to bring your awareness to phishing and smishing campaigns, and today we’re writing to share about vishing campaigns. Vishing, or voice phishing, refers to scams conducted via phone, and we’ve recently learned of a new campaign targeting Schwab clients. We hope you’ll read on to learn more, but here’s the 411: unless you’ve initiated a request with Schwab, Schwab will not call you for your personal information.

Vishing (voice phishing) concept

The Hope Chronicles

The goal of The Hope Chronicles collection is to highlight inspiring stories about remarkable, everyday human beings who display resilience and humanity in the face of challenges. Today, that story is one of an amazingly talented, driven, and humble 14-year-old girl…

Zalia Avant-garde is a teenage basketball prodigy, a Guinness World Record holder, and the most recent winner of the Scripps National Spelling Bee. With or without these titles, however, she’s also an authentic and grounded human being. She’s intensely committed to learning (she practiced about 13,000 words per day for the spelling bee), and she’s remarkably driven. What’s next for Zalia? Maybe working at NASA, coaching in the NBA, or exploring her “side interest” – neuroscience and gene editing. Zalia, you inspire us!