Archive for TheLiveBigWay® Digest

TheLiveBigWay® Digest – Record Review

TheLiveBigWay® Digeston August 7th, 2018No Comments

Have You Reviewed Your Earnings Record?

Social Security is a topic that starts to come into conversation as retirement approaches – When can I start to receive benefits? How much will my benefit be? What about my spouse’s benefit? In addition to discussing and reviewing the options, there are other questions to consider and review prior to that time period. One review you may not instinctively think about is checking to see if your past Social Security earnings have been reported correctly. Read on to learn how you can (simply) check your earnings record and why it matters.

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The Ins and Outs of Identity Theft

August is Fraud Awareness Month – the perfect time to spark conversations about how vital fraud prevention is in our society. Given the significant number breaches and hacks over the past few years, experts say that consumers are at a heightened risk for identity theft. Considering this current reality, the question on many of our Clients’ minds is: what can we do to protect ourselves? In this space, we share information from industry experts about the methods identity thieves use to steal your personal information and what you can do to make yourself a less attractive target.

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Back-to-School: Strategies for Success

While it can feel like the back-to-school experience fixates on colorful displays found throughout department stores, the path to successful education planning is much more involved and requires a robust approach. Consider the following questions:

  • When is the best time to begin setting aside money for my baby’s education?
  • Help! My daughter’s attitude about budgeting is “What’s the point?”
  • After I move my son into college, I’ll be an empty nester – now what?

If any of these questions resonate with you, we encourage you to join our live webinar on Wednesday, August 22 at 11am PT / 2pm ET for the Yeske Buie team’s answers to these questions and more. Register today!

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Meet the Team: Cole DeLucas

As we’ve shared in this space several times in the past few weeks, our Financial Planning Team has grown significantly this Summer. Thus far, we’ve introduced to you, Steven Hong, Karen Simons, and Alishia DuBois. Today, we are pleased to spotlight Cole DeLucas. If this name sounds familiar, that may be because Cole was an Intern at the firm last Summer! Learn more about Cole’s goals as a Financial Planning Resident and how his internship prepared him for the next three years in this edition of Meet the Team.

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Save the Date: Special Event in San Francisco

You and your guests are cordially invited to join the Yeske Buie team as we host a social gathering with a dynamic discussion titled Financial Planning is Magic. The event will be held on Wednesday, September 12 from 5 – 8pm at The University Club of San Francisco. Complimentary valet parking will be available. Stay tuned to future Digests and email invitations for more details and feel free to email Mila Lavoie or visit our online event site to RSVP for the event. We hope to see you there!

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TheLiveBigWay® Digest – Avoid Surprise – Get Organized!

TheLiveBigWay® Digeston July 26th, 2018No Comments

Reviewing the Benefits: Renting and Buying

Rent or buy? It’s a question we hear and discuss often and it comes from Clients of all ages – whether it’s a newly married millennial couple looking to settle down, retirees looking to downsize, or anyone in between. Like many aspects of financial planning, there is not a one-size-fits-all answer – personal desires and goals matter as much as the monetary aspect. Today, we share a review of the benefits of renting and buying for you to consider when pondering this decision.

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Avoid Surprise – Get Organized!

Think about your answers to the following questions: Where is your Last Will and Testament? How about your auto insurance policy? Last year’s tax return? For many of us, our answers are skewed more towards “I don’t know.” And while it’s likely that, if given time, you could unearth all of these financial documents, it is also likely that this quick exercise has uncovered an opportunity for you to better organize these important documents. In this space, we share a few suggestions as you consider what documents to keep, how to organize them, and who to tell about your organization skills.

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Yeske Buie’s 2018 Retreat: Boulder, CO

The Yeske Buie team recently traveled to Boulder, CO for our annual Staff Retreat. The purpose of our Retreats is to intentionally spend time discussing how we work with our Clients and with each other to co-create practices and ensure alignment between our standard of excellence, our core values, and our day-to-day work. The theme for this year’s Retreat was Past, Present, and Future, and involved a variety of personal and professional development exercises. In this space, we’d like to invite you to relive the Retreat with us via a four-minute audio and visual presentation – we hope you enjoy!

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Dan Passed the Exam!

Yeske Buie would like to recognize Dan Tripp for his recent success in passing the CFP® Exam. Dan began studying for the exam in February and supplemented his training with the Zahn Live Review, a comprehensive pre-study program designed to help students better understand key topics and the exam itself. After learning that he had passed the exam, Dan shared the following sentiment with the Yeske Buie team: “This is a huge milestone in my professional development and represents nearly three years of hard work plus endless hours of studying. I appreciate all the encouragement and support I have received from each of you!” With this success, Dan is well on his way to earning his CFP® Certification. Read on to learn more about the four requirements needed to earn the designation.

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Back-to-Schoo: Strategies for Success

Although it seems like we were singing “School’s Out” just a few days ago, the back-to-school season is rapidly approaching. And while this time of year is largely fixated on school supply shopping, the season also presents a great opportunity for parents and students alike to renew their focus and ensure they’re practicing healthy habits. With this in mind, we invite you to join our live webinar panel discussion on Wednesday, August 22 at 11am PT/ 2pm ET for insights from the Yeske Buie team on healthy habits related to education planning, budgeting, financial literacy, creating or reviewing your financial plan, and more. Register today!

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TheLiveBigWay® Digest – Sailing the Financial Seas

TheLiveBigWay® Digeston July 12th, 2018No Comments

Sailing the Financial Seas

Ambiguity about the future seems to be at an all-time high. Technology is rapidly changing. Politics are divisive. War, disease, natural disasters, and stock market volatility fill our nightly headlines.At Yeske Buie, we have a heightened awareness to this apparent state of flux as ambiguity and how Clients respond to it is critically important to long-term financial success. Read on to explore the research behind human behavior in the face of uncertainty and how we look to be your experienced sea captain during these times.

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Vacation Temptation

Summer is in full swing and it’s likely that you have had or will have some kind of vacation or relaxation days on your calendar. Depending on how you choose to Live Big®, the vacation may involve a beach rental, a cabin in the woods, or maybe a cottage in your favorite town. If the place is really special, you may find yourself thinking “I wish I lived here!” and daydream about what it would be like to own the property as a vacation home. As always, before making such a big decision, we encourage you to keep a few things in mind to ensure the purchase aligns with your Live Big goals.

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Back to School Live Webinar – Save the Date!

While we certainly don’t intend to wish away the summer, school bells and textbook orders are seemingly right around the corner. At Yeske Buie, there are a number of ways that we help parents and students alike plan to go back to school, and we invite you to learn more about this at our live webinar on August 22nd at 11am PT / 2pm ET. During the webinar, we’ll discuss education planning techniques, creating a sound budget so you can feel confident about allocating funds for spending, and ways parents can use the back to school season as a time to rejuvenate their financial lives, as well. Save the date and register today!

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Meet the Team: Alishia DuBois

Summertime at Yeske Buie is meaningful in many regards, including being a time to welcome new talent to our ever-growing team. This Summer, we are pleased to have two new Financial Planning Residents join our team in Virginia: Alishia DuBois and Cole DeLucas. Today, we share an interview with Alishia to help you learn more about her abilities that we feel will make a positive impact at Yeske Buie. And, be sure to stayed tuned to future Digests for Cole’s introduction!

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Where in the World is the Live Big Glass?

Our Live Big glass has been covering a large area of the United States as of late. Specifically, we’ve received new photos of people living big with their glass in Maryland, Idaho, and Colorado. As we’ve mentioned in this space before, we’ve collected over 80 photos of people with their Live Big glass over the last three years, and we need your help to reach 100 photos by the end of the year. To request a glass or to send us your photos, please email Lauren@YeBu.com. We hope you enjoy your Live Big plans this summer.

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TheLiveBigWay® Digest – Money in Movies

TheLiveBigWay® Digeston June 28th, 2018No Comments

Money in Movies

Whether watching at a theater or from the comfort of your own home, movies have a unique way of bringing us together in support of (or defense against) a certain character or outcome. Today, we invite you to join us as we explore a list of movies where we believe money plays a role. What movies have you seen where money was a character? Did money play an obvious role? Or was it hidden in the relationships and discussions throughout the movie? Take a look at our list and let us know what you think!

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Finding Financial Independence

With the July 4th holiday upon us, it’s hard not to reflect on the qualities that have made the US unique (when not thinking about baseball, barbecues, and fireworks, that is). Most notably, of course, is our independence. When it comes to financial independence, however, it may not be as easy to reflect on the meaning or embodiment of the term. This ambiguity may be frustrating, but it also allows for individuals to define the term for themselves. Today, we share tools and resources to help you explore and reflect on your definition of financial independence.

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Congratulations to Yeske Buie’s Newest CFPs!

Grateful, honored, excited, and eager. These are a few of the words that Ryan Klemm and Zach Bennedsen, Assistant Financial Planners in our San Francisco office, used to describe the feeling of having officially earned the CFP® Certification! We are very proud of these two young men for the years of hard work they dedicated to earning this prestigious certification. Read on to learn more about the requirements for becoming a CFP and to hear from Zach and Ryan about their individual journeys.

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Meet the Team: Steven Hong

Yeske Buie believes in supporting and fostering the education and ingenuity of our youth and this belief is the underlying inspiration for our vibrant internship program. We find that interns bring novel perspectives, fresh ideas, and specialized strengths and skill sets, all while augmenting our firm’s capacity. This summer, Steven Hong, a rising Junior at the University of California Berkeley, is interning with us in our San Francisco office. Steven supports our Financial Planning Team through a variety of projects – see what he has been working on and how his work is impacting our Clients.

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Stay Connected with Us!

Social media has redefined how people interact, communicate and share with family, friends and the world. To recognize its impact on global communication, Mashable, a digital media website, launched Social Media Day which is celebrated annually on June 30th – tomorrow! At Yeske Buie, we use our social media platforms to share information about financial planning and the market, invitations to upcoming webinars and events, and pictures of our team at local conferences and events. If you aren’t already connected with us, we’d love for you to follow us on Twitter, like our Facebook page, or connect with us on LinkedIn. If you don’t have a personal social media account, you can still stay connected with us by visiting our Social Media Hub on our website. We look forward to connecting with you!

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TheLiveBigWay® Digest – Lasting, Not Trending

TheLiveBigWay® Digeston June 14th, 2018No Comments

Beyond the Crypto Craze: The Rise of Blockchain Technology

Hardly a day goes by where we don’t see headlines about Bitcoin, the rise of cryptocurrencies, and the emerging technologies fueling the craze – we shared a post on the topic earlier this year titled “What is Bitcoin actually worth?”. Today, we’d like to take a deeper dive into the technology that supports Bitcoin and cryptocurrencies known as blockchain. The emergence of blockchain technology may be reminiscent of Buffalo Springfield’s famous song lyrics; “There’s something happening here. But what it is ain’t exactly clear.” Read on for a deeper look at what that something is, and why we as financial planners are paying attention to this disruptive technology.

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Macro-Level Conference Learnings

A few weeks ago, our Financial Planning Team attended FPA’s Northern California Conference. We believe conferences like this one provide our team with the opportunity to gain macro-level insights on the current challenges and best practices in financial planning. We find that upon returning to the office, the conference learnings spark a curiosity to dive deeper into one or more topics, which oftentimes leads to robust conversations about applying these learnings with our Clients. Today, we share a few of this year’s conference highlights.

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Ryan and Faith, Forever! 

This May, nestled in the beautiful hills at Wolf Mountain Vineyard, Ryan and his fiancée Faith exchanged vows to become husband and wife. Celebrating in their home state of Georgia surrounded by family and friends, Ryan and Faith said “I do” as they soaked in the breathtaking mountain views and danced the night away beneath a spectacular sunset. The newlyweds are now enjoying the next chapter of their life together in San Francisco, and the Yeske Buie team couldn’t be happier for this perfect pair. We hope you enjoy the following pictures of Ryan and Faith on their special day.

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The 2018 Trends in Investing Survey

This year’s results of The 2018 Trends in Investing Survey have been released and in many ways, last year’s trends parallel this year’s findings. Specifically, the use of Exchange Traded Funds (ETFs) has climbed again for the eighth consecutive year with 87% of surveyed advisors reporting that they currently use or recommend ETFs with Clients. Additionally, there was a new investment vehicle added to this year’s survey – cryptocurrencies – which advisors largely agreed are “an interesting concept to keep an eye on, but not invest in yet,” at best. Read on for more on the survey results including Dave’s thoughts on ETFs and cryptocurrencies.

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Help Us Reach 100 Live Big Glass Photos!

It’s time to get your Live Big glasses out! With summer upon us and vacation (or stay-cation!) plans firming up, we hope you will enjoy your plans with your Live Big glass in hand. Check out our gallery of +80 photos that have been collected over the last three years and send us your photos to help us reach 100 before the end of the year. To request a glass or to send us your photos, please email Mila@Yebu.com. We hope you enjoy your Live Big plans this summer.

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TheLiveBigWay® Digest – Personal Connections

TheLiveBigWay® Digeston May 30th, 2018No Comments

Grounded Investing

At Yeske Buie, we believe there is a science to investing. Unfortunately, much of what passes for investment activity has little connection to this science. To some degree, this comes from the natural human desire to “beat the system,” to gain some special advantage, to find the secret short-cut. But at the end of the day, we believe success in investing is more about discipline than it is about beating the system by picking hot stocks or timing the market. With this in mind, we share eight common investment habits to avoid to maintain a grounded and disciplined approach to investing.

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“Let’s Talk About the Big Book”

A friend recently shared with us an article from The Washington Post titled “Let’s Talk about the Big Book” that details all of life’s important documents that should be kept in one central location for easy access in the case of a death or an emergency. The article reminds us of a piece we have shared in the past – Assembling Your Financial First Aid Kit – and we feel that it adds another layer of detail that is valuable to consider. We’ve listed some of the highlights of the article here on our website – we hope you find the suggestions helpful!

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Congrats, Grad! 

It’s graduation season – an exciting time for students and families alike to celebrate the accomplishments of one life chapter and the start of a new one. In addition to celebrating this milestone for our Clients and their loved ones, we are also celebrating the graduation of one of our Yeske Buie team members, Lauren Mireles. Lauren is the Organization and Methods Manager in our Virginia office and she recently completed her Master’s Degree in Organization Development and Knowledge Management. Continue reading to see what Lauren had to say about earning her degree and for pictures of Lauren and her family celebrating her achievement.

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Financial Aid 101: Filing the FAFSA 

With high school graduations upon us, the reality of college expenses like room and board, tuition, and supplies may be sinking in. All of these costs make up a student’s total cost of attendance and can be paid for with federal financial aid which is awarded based on the completed FAFSA for each student. While some of the state deadlines for the upcoming 2018-2019 school year have passed, it’s not too late for those who may have originally thought it wouldn’t make a difference to file the FAFSA for federal aid. Read on for resources related to filing FAFSA and considerations for financial aid options.

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Stay Connected with Us!

Social media has redefined how people interact, communicate and share with family, friends and the world. To recognize its impact on global communication, Mashable, a digital media website, launched Social Media Day which is celebrated annually on June 30th. At Yeske Buie, we use our social media platforms to share information about financial planning and the market, invitations to upcoming webinars and events, and pictures of our team at local conferences and events. If you aren’t already connected with us, we’d love for you to follow us on Twitter, like our Facebook page, or connect with us on LinkedIn. If you don’t have a personal social media account, you can still stay connected with us by visiting our Social Media Hub on our website. We look forward to connecting with you!

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TheLiveBigWay® Digest – Scientific Spending and Saving

TheLiveBigWay® Digeston May 17th, 2018No Comments

Can I Take a Rain Check?

It’s likely that at some point, you’ve had to ask someone for a rain check when it’s been more desirable to accept an offer at a later date rather than in the present moment. In a similar way, when you set aside money for a rainy day, you are serving your future self by being prepared for unexpected financial hurdles. These funds collectively make up your emergency fund – read on to learn more about creative ways to contribute to your emergency fund, when to utilize the funds, and more.

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The Science of Spending

What if there was a way to increase your happiness and satisfaction without much work, energy, or effort? Would you want to find out more? Science supports that it is, indeed, possible to achieve more happiness by taking an objective look at how you’re spending your money. Read on to learn more about what the emerging field of positive psychology says about how we can increase our happiness by changing how we spend our money.

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National 529 College Savings Plan Day 

Planning for the ever increasing education costs is a topic we frequently discuss with our Clients; it can be tricky to decide when and how to start saving because of the unknown factors that make estimating college costs challenging. In honor of National 529 College Savings Plan Day on May 29th, we thought it would be an excellent time to revisit the topic and share our thoughts on the best available plans:

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Thank You for Joining Our Magical Event 

Earlier this week, the Yeske Buie team had the pleasure of hosting our Clients, Centers of Influence, and Friends to an event in Tysons, Virginia. The event included insightful conversations, tasty appetizers, a message of appreciation from Elissa and Dave, and a lot of laughs. We hope our guests enjoyed the evening as much as we did! And mark your calendars, west coast friends and colleagues – we’ll be hosting a similar event in San Francisco on September 12th. For now, we hope you enjoy revisiting this week’s event via the gallery of photos on our website.

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Tax Return Request

If you haven’t done so already, we would like to remind you to please send us a copy of your 2017 Federal and State Tax Returns to help us better serve you throughout the year. We are best able to perform tax related analysis with your most current tax return. Exactly how the information is used varies from Client to Client but may include analyzing Roth conversions, updating retirement capital projections, calculating tax projections, and tracking tax data that can impact investment decisions. You may send the documents to us using any of the secure methods described here.

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TheLiveBigWay® Digest – A Close Bond

TheLiveBigWay® Digeston May 3rd, 2018No Comments

Do’s and Don’ts for Recent College Graduates

We’d like to extend a big congratulations to all those who will be graduating in the coming months. For upcoming college grads, the notion of entering the “real world” can feel equally exciting and ambiguous. The reality of becoming financially independent means accepting a deepened responsibility for how you choose to manage your money and pursue a sustainable lifestyle. For those embarking on this new chapter of their financial journey, we share a few do’s and don’ts of personal finance that you may find helpful to keep in mind.

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Yeske Buie in the Media: A Close Bond?

CNBC recently shared an article questioning Americans’ relationship with bond funds which they claim to be “America’s favorite investment.” The article argues that while bond funds have been growing in popularity due to their appeal as simple, cheap, and diversified nature, the projected increase in interest rates may make them a less desirable investment over the coming year. To gain a broader perspective on this argument, a number of prominent financial professionals including Dr. Dave Yeske shared their opinions with CNBC. Read on to see what Dave had to say about Yeske Buie’s opinion of bond funds.

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Women in Wealth 

Discussions about diversity and inclusion in the workplace are becoming more and more common and two of Yeske Buie’s own – Elissa Buie and Lauren Stansell – are leading by example to support women in financial planning. Both women recently participated in panel discussions at two professional conferences to talk about ways that Yeske Buie seeks to support a more diverse future for the financial planning profession. In addition to the panel, Lauren also shared her thoughts on attracting and retaining the next generation of planners in an interview featured on Asset TV. See what Lauren had to say about Yeske Buie’s practices.

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Will We See You at our Event in Virginia? 

It’s not too late to RSVP for yourself and your guests for our upcoming event in Tysons, VA! We expect the event to be a wonderful opportunity to connect with people over interesting conversation, discuss ways that financial planning is magic, enjoy delicious hors d’oeuvres and drinks, and soak in beautiful views of Washington, D.C. from the top floor of the Tower Club Tysons Corner. We hope to see you there!

  • WHEN: Tuesday, May 15th from 5pm – 8pm
  • WHERE: Tower Club Tysons Corner (with complimentary parking!)

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Availability of Checks at Schwab Branch Locations

We want to inform you that effective June 1, Schwab branch locations will discontinue issuing checks. If this was a service that you relied on in the past, please do not hesitate to contact us so we can discuss the other convenient and secure methods that will be available to you to access and transfer money. Depending on your spending needs, you may choose from a number of great options including creating a MoneyLink, scheduling a wire transfer, requesting checks through the mail, and more.

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TheLiveBigWay® Digest – That’s the Spirit

TheLiveBigWay® Digeston April 19th, 2018No Comments

In the Spirit of Financial Literacy Month

Earlier this week, three members of the Yeske Buie team hosted a live webinar on the topic of financial literacy – a recording of which is now available on our website. During the webinar, we shared our approach to financial literacy, an in-depth explanation of our financial literacy program, and practices that support financial success. As we explored this topic, we briefly touched on a number of concepts that we could easily spend an entire webinar unpacking. Today in this space – and in the spirit of promoting financial literacy! – we’d like to share more about some of these concepts.

  • A Practical Approach to Cashflow Complexities: Cash flow policies remove budgetary uncertainties and clarify the financial ripple effects of given alternatives while maintaining alignment with Client values.
  • A Jewel of Financial Tools: For those looking for trusted financial information, the CFPB offers a variety of reliable tools related to topics like getting an auto loan, owning a home, and information for students.
  • Cash Flow Trackers – How to Make Them Work for You: We take a look at one of the more popular cash flow tracking apps, Mint, and give our take on the service and on using cash flow trackers.
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We’re On Your Side

It seems like every few days there is a new headline about the latest security breach or hack of personal information – it’s the current, and unfortunate, nature of our society. As the saying goes, the best defense is a good offense, and when it comes to securing your personal information, taking proactive steps to protect your identity can make you a less attractive target in the eyes of phishers and hackers. And you’re not alone when it comes to taking these proactive efforts – we are also on your side! Read on to learn more about the efforts Yeske Buie goes through to protect you, your personal information and your money.

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You’re Invited: Financial Planning is Magic! 

Clients, colleagues, friends and family of Yeske Buie are cordially invited to join our team for a social gathering and dynamic discussion led by Elissa and Dave titled Financial Planning is Magic. The event will be held at the Tower Club Tysons Corner on Tuesday, May 15th at 5pm and will feature delicious d’oeuvres, tantalizing sweet treats, drinks, complimentary parking, and of course, great conversation! RSVP today for yourself and your guests by visiting our event site or by emailing Lauren Mireles. We look forward to seeing you there!

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Change to the Schwab Money Market Fund

We would like to acknowledge and make you aware of communication that you may receive from Schwab regarding a change to the Money Market Fund (SWMXX) that is held in many of our Client accounts. Schwab has decided to replace this Money Market Fund (effective May 25, 2018) and will automatically sweep cash into a new Money Market Fund within all applicable accounts. If you receive communication on this matter, please know that there is no action required on your part. This note is to let you know what is happening so you’re aware of the context if/when you receive communication from Schwab about this change.

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Send Us Your Tax Return

Just like that, another Tax Day has come and gone. For those who did not file for an extension, we’d like to request (as we do every year) that you send us a copy of your return. Exactly how we use the information varies from Client to Client but can range from analyzing Roth conversions, to updating retirement capital projections, calculating tax projections, and tracking tax data that can impact investment decisions. It is our preference to receive the entire document, however, having a copy of the 1040 and all Schedules is usually sufficient. To securely send us a return or any other information, please use one of the methods described here.

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TheLiveBigWay® Digest – Buckle Up

TheLiveBigWay® Digeston April 4th, 2018No Comments

Staying Financially Grounded

Earlier this week, we wrote to you to share our thoughts on the correct way to think about “corrections” as market volatility, strangely absent last year, has come roaring back. We’ve had a bit of a bumpy ride over the past two months and while we think it’s all going to be fine, we recognize that the bumps along the way can make investors feel dizzy. One of the ways we try to help mitigate this dizziness is by encouraging you to keep your Live Big® goals a priority. With this in mind, we share a few ideas to remind you to take a deep breath and stay focused on the things most important in your life.

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When Was the Last Time You “Scrubbed” Your Digital Life?

If you haven’t already started, you may be planning to embark on a spring cleaning binge in upcoming weeks. A typical list of spring cleaning projects likely includes de-cluttering living spaces, wiping down walls and ceilings, and swapping out winter clothes for a summer variety. But when is the last time you “scrubbed” your digital life? We encourage you to review our cyber spring cleaning checklist and add any relevant tasks to your remaining spring cleaning initiatives to ensure you are keeping yourself protected from the “dirt” of phishers and hackers.

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April is Financial Literacy Month

We invite you to celebrate National Financial Literacy Month with the Yeske Buie team on Wednesday, April 18th as we host a 60-minute webinar to delve into the topic of financial literacy. During the webinar, we will share our passion for financial literacy and detail the tools and resources we extend to Clients to help facilitate important money conversations with loved ones. To join our virtual discussion, click this link and reserve your seat! We hope you will also share the gift of financial literacy by forwarding this message to any friends or colleagues who may find this session of interest.

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You’re Invited – Financial Planning is Magic

Financial advice is helpful. Financial Planning is magic! We hope you and your guests will join the Yeske Buie team as we host a social gathering titled “Financial Planning is Magic”. The event will be held on Tuesday, May 15th at 5:00pm at the Tower Club Tysons Corner and will feature hors d’oeuvres and drinks, engaging conversation, and a dynamic discussion led by Elissa and Dave. You can register today by emailing Lauren Mireles or visiting our event site. More information will be posted on our website in the coming weeks so stay tuned. And don’t fret, West Coasters – we’ll be hosting a similar event in San Francisco this fall!  

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Tax Day 2018

Tax Day is less than two weeks away, Tuesday, April 17th, and marks the deadline for making a contribution to a Traditional or Rollover IRA, Roth IRA, Health Savings Account (HSA), SEP-IRA or Solo 401(k). If you file an extension, then the latter two can receive contributions until October 15th. Shortly after Tax Day, we will send an email request to ask for a copy of your completed 2017 return, as we do every year. The information provided in your tax return helps us to best serve you throughout the year as we perform tax related analysis. If your return is completed in advance of the deadline, feel free to send the documents to us using any of the methods described here.

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“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson