TheLiveBigWay® Digest: The Power of Preparation

TheLiveBigWay® Digest: The Power of Preparation

Can Your Emergency Fund Withstand… An Emergency?

emergency fund

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.

Financial Markets, The Economy, and Year-End Strategies

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.

Q3... Q4 2

Medicare Open Enrollment Starts in Two Weeks

Medicare Enrollment Form and a red pen

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.

Kudos to Ryan Kelly!

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.

Ryan Kelly Headshot

The Hope Chronicles

As part of our Hope Chronicles series, we’ve asked our team members to share the people, places, and things that keep them grounded in hope. And for new hire Kacie Fawls, it’s small expeditions with her husband, Dominic! This time last year, Kacie was finishing up school from her bedroom, unable to take the traditional trips around the east coast with Dominic (her then-fiancé). A year later, the couple is fully vaccinated, married, and have been planning trips whenever they have a free weekend! We think these photos of Kacie and Dominic radiate hope and positivity, and we hope they trigger happy memories for you, too. What brings you hope?