TheLiveBigWay® Digest: On Trend and En Garde

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…

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.

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.

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.

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…