TheLiveBigWay® Digest: The Power of Preparation
It feels as though we experience a “once-in-a-century” event that leads us to a “new normal” every decade. And those in the media love to proclaim, every time, that “this time is different.” Now, we’re hearing it again: the COVID-19 pandemic changed everything. After experiencing yet another life-changing event, we’re going to look at one financial concept that remains unchanged and especially important during uncertain times: the emergency fund.
Earlier this week, Dr. Dave Yeske and Yusuf Abugideiri shared their thoughts on the economy, financial markets, and year-end planning and focused on where we’re been, where we are now, and where we could be heading through the end of the year. We think you’ll find the presentation to be both easy to understand and fun to listen to! Watch the recording here and feel free to share the link with anyone who may be interested in hearing our perspective.
Open enrollment is your annual opportunity to make changes to your benefit plans, and the Medicare open enrollment window runs from October 15 through December 7. It can be difficult to decipher the best course of action amongst the array of options available, so we’ve put together a brief guide to understanding Medicare’s various components, how they work together, and suggestions for making your journey through the enrollment process as seamless as possible – check it out here.
We are very proud to announce that Ryan Kelly has officially earned the CFP® Certification! Ryan has dedicated several years to studying and practicing financial planning in pursuit of becoming a Certified Financial Planner, and as of September 24, 2021, his hard work has earned him the prestigious certification. Continue reading to learn about the growth, obstacles, mentors, and motivation that propelled Ryan through this journey.
