Recent Commentary

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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TheLiveBigWay® Digest – Round by Round

TheLiveBigWay® Digeston March 21st, 2018No Comments

All Our Clients Are ‘Round’

Flashback to your high school English class. While you were busy passing notes, your teacher was likely sharing some information actually worth retaining. In this case, we’re referring to the two, well-known categories of literary characters: round and flat. While the concept of round vs. flat stems from literature, we can easily apply it to people in our lives. For us, some of the “roundest” people we know are our Clients. We invite you to explore this dimension with us as we appreciate the wonderful opportunity that Financial Planning affords us.

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A Bracket That Can’t Be Busted

If you’re following this year’s March Madness tournament, chances are high that your bracket busted with the historic upset of UMBC over UVA – sorry, Wahoos! While you can’t ask for a redo on your basketball bracket, we’d like to share with you an opportunity to start anew with the 32 options on the National Endowment for Financial Education (NEFE) and Financial Planning Association® (FPA) Financial Four bracket. For nearly a decade, these two organizations have partnered to share an interactive bracket that can’t be busted. Rather than picking basketball teams, this bracket challenges you to prioritize the financial areas of your life that are most important to you – we encourage you to check it out!

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You’re Invited: SAVE – SPEND – DONATE – INVEST

Considering today’s financial landscape, financial literacy is becoming just as important as any other basic survival skill. In alignment with National Financial Literacy Month this April, we invite you to join our live webinar on Wednesday, April 18th at 11:00am PT / 2:00pm ET where we’ll share our insights and passion for financial literacy. Our hope for the webinar is that you’ll leave the session feeling:

  • Confident in making financial decisions that are integrous to your goals and values.
  • Excited about Yeske Buie’s Financial Literacy program and the tools and resources available to you, your children, and your loved ones.
  • Empowered to have productive money conversations with those important to you.

Register today to reserve your virtual seat in our webinar! And please don’t hesitate to share the gift of financial literacy by forwarding this message to any friends and colleagues who may want to attend the session.

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AdvisoryHQ Recognizes Yeske Buie

For the third straight year, AdvisoryHQ has recognized Yeske Buie as one of the Top 11 Financial Advisors in the SF Bay Area. The financial review and media company compiled the listing based on their 4-step objective methodology which ranks firms based on their fiduciary duty, independence, transparency, level of customized service, history of innovation, team excellence, quality of service, and wealth of experience. Read on to see what unique factors gave Yeske Buie high scores on AdvisoryHQ’s ranking

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Tax Day 2018

Tax Day is just a few weeks away on Tuesday, April 17th, which 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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TheLiveBigWay® Digest – Get More

TheLiveBigWay® Digeston March 8th, 2018No Comments

Get More from Your Credit Score

In today’s world, there are dozens of numerical expressions that make up one’s financial life. Credit scores are one example of those digital expressions, and are used to assess a person’s financial responsibility. It is widely understood that this score helps lenders decide whether or not to approve someone for credit cards and loans, but the significance of this number permeates much further than that. So, what exactly makes up your credit score? In this piece, we break down the composition of your credit score and share some simple ways you can get more from your score.

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SAVE – SPEND – DONATE – INVEST

At Yeske Buie, we believe that money doesn’t buy a successful life, but an understanding of money is crucial to one. With financial literacy being a widely under-taught subject, the responsibility of teaching children and young adults about financial basics falls on families. To alleviate some of this pressure, we’ve put together a financial literacy program to help educate and facilitate conversations about money and finance. Additionally, the topic of financial literacy will be the crux of our next live webinar on Wednesday, April 18th at 11:00am PT / 2:00pm ET. We’ll be sharing more details about the webinar in upcoming emails and Digests but you can “reserve” your virtual seat today using this link.

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Meet the Team: Karen Simons

Yeske Buie is honored to have been invited to join a pilot program sponsored by the CFP Board and iRelaunch called the Financial Planner Re-Entry Initiative. The goal of the initiative is to connect firms in the financial planning profession with experienced professionals seeking to re-enter the workforce after a career break. A cohort of five financial planning firms include Yeske Buie have been meeting throughout the year to share ideas and experiences for hosting a return-to-work intern. At this time, we are very pleased to welcome our first Financial Planning Re-Intern, Karen Simons. Learn more about Karen’s experience and how she approaches financial planning work.

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Where in the World is the Live Big® Glass?

Our Live Big glass continues to make appearances around the country and around the world as our Clients, family, friends, and staff Live Big at home and abroad. Photos of the glass have been captured in 24 states and 27 different countries! Our most recent photos were taken in Madrid, Spain with picturesque views of the city overlooking the Gran Via. Check out these photos and more in our Live Big glass photo gallery. If you would like to submit a picture or a request to receive your own Live Big glass, please do not hesitate to email Lauren@YeBu.com.

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Corrected 1099 Forms

As we expected, Schwab has released corrections to the original 1099 forms that were released in February. These corrected forms have been posted to the Statements and Reports tab of your Schwab Alliance account. Step-by-step instructions for accessing the online forms can be found here. If you have any trouble at all accessing your forms, please don’t hesitate to give us a call so we can help. It is possible that there will be additional corrections issued throughout the month. Schwab will email you if/when those forms are available. As we’ve said before, we suggest that you meet with your tax preparer as scheduled; do not delay your meeting as you wait to see if there will be corrected forms.

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TheLiveBigWay® Digest – Golden Care

TheLiveBigWay® Digeston February 22nd, 2018No Comments

Long-Term Care Aware

Long-term care is not a one-time need. Rather, it is a “continuum of care” that starts at home and advances to an assisted living community or nursing home. No matter where one falls on this continuum of care, the costs can be significant. Many financial experts agree that long-term care is one of the most significant financial strains you or your family may face as you age. With this in mind, we explore the topic of long-term care by sharing our thoughts on a few of the most common questions regarding the care.

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Expert Spotlight: Picking Policies to Meet Insurance Needs

At Yeske Buie, we believe that successful Financial Planning captures your life in a big-picture, holistic way. We do this in many ways including focusing on the Financial Planning process and engaging with your strategic partners – the accountants, attorneys, and insurance agents who prepare specific analyses that affect your financial plan. Kim Natovitz, an insurance associate with over 25 years of experience, is one of these strategic partners. In this post, Kim shares her expertise on the process and approach she takes as she helps her Clients pick policies to meet their insurance needs.

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Go for Gold with a Budget

The Closing Ceremony for the 2018 Winter Olympic Games will take place this Sunday, celebrating the success, hard work, and commitment of the world athletes. For years, the United States teams have been dominant and are always near the top in terms of total gold medals and medals overall. In this way and many others, the U.S. is a world powerhouse. When it comes to personal savings, however, the U.S. pales in comparison to much of the world. We can do much better! Read on for our thoughts on ways you may enhance your personal savings “training plan” and go for gold with a budget.

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Changes to Schwab’s MoneyLink® Notification Process

Staring in mid-March, Schwab will begin sending you notifications about all incoming and outgoing MoneyLink transactions for your Schwab accounts. This will be similar to the notifications that you already currently receive about checks, journals and wires associated with your Schwab accounts. Most likely you will receive these notices via email (if you have an email on file with Schwab), otherwise you will receive them via standard mail. If you have any questions about this change, please do not hesitate to contact us.

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How You Will Receive Your 1099

As you begin collecting your tax documents to prepare your 2017 returns, we’d like to offer a few notes about tax information for your Yeske Buie accounts.

  • Schwab has posted all 1099 forms to the Statements and Reports tab of your Schwab Alliance account. Step-by-step instructions for accessing the online forms can be found here. If you have any trouble at all accessing your forms, please don’t hesitate to give us a call so we can help.
  • There will likely be corrections to these original 1099 forms, and the corrected forms are expected to be posted to your Schwab Alliance account beginning on February 27th. Schwab will email you if/when those forms are available. We suggest that you meet with your tax preparer as scheduled; do not delay your meeting as you wait to see if there will be corrected forms.
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TheLiveBigWay® Digest – Olympic Overlap

TheLiveBigWay® Digeston February 9th, 2018No Comments

Olympic Overlap

The 2018 Winter Olympics are officially upon us! This year’s festivities are being held in PyeongChang, South Korea and began (last night) with figure skating and will further kick off with the opening ceremony today. While these upcoming competitions may vary widely with respect to the skills needed to win gold, the Olympics and all events surrounding it happen to align well with financial planning – from the planning and preparation process to the implementation and the monitoring. Read more about the dedication, training, performance, and teamwork similarities between the Olympics and the Financial Planning Profession.

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In Case You Missed It: Hello Volatility My Old Friend…

As was surely inevitable, volatility has returned to the markets after an historically quiescent couple of years. As this was being written, markets in Europe were down nearly 5% after a similar drop in the US on Monday. As a result of these fluctuations, many investors found themselves asking, “What should we make of this and what, if anything, should we do?”. In this piece, we answer these two questions and share how we factor in fluctuations from  inevitable economic volatility into our Client portfolios.

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Conversation Hearts for Your Valentine

When planning a date night or weekend getaway, few people think to make a discussion of finances part of the event. However, with money frequently cited as one of top stressors in relationships and one of the main causes of divorce, allocating time to have financial conversations with your sweetheart is a worthwhile endeavor. With Valentine’s Day approaching, we thought we would offer a few ideas for how you can make “money talk” a constructive part of your relationship. And if you’re still looking for plans for you and your valentine, perhaps a suggestion from our Live Big Chronicles may make for an extra special date night!

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Required Minimum Distributions

February marks the beginning of our annual process of distributing our Clients’ Required Minimum Distributions (RMDs) from their IRAs. Now that Schwab has released their annual RMD report, the Financial Planning Team is reviewing each IRA from which an RMD is required to ensure enough cash is available for the distribution. In most cases, RMDs will be distributed by the end of the month (some Clients have already received theirs); for our Clients who use their RMD amount as their annual spending target, we’ll track the distributions throughout the year to ensure the required amount is satisfied. Learn more about RMDs and Yeske Buie’s process for managing the distributions.

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How You Will Receive Your 1099

As you begin collecting your tax documents to prepare your 2017 returns, we’d like to offer a few notes about tax information for your Yeske Buie accounts.

  • On the Tax Reports page of your Client Private Page®, you will find reports for your taxable accounts (for planning purposes only) and transaction reports for your IRA(s). To complete your tax return, please refer to your Schwab 1099 for dividends, interest, and capital gains in your taxable account(s), and your 1099-R for any distributions from your IRA(s).
  • Schwab will be posting 1099s to the Statements & Reports tab of your Schwab Alliance account throughout the month of February. Step-by-step instructions for accessing the online forms can be found here. If you have elected to receive printed forms, you will be notified via email when the forms have mailed. And if you have any trouble at all accessing your forms, please don’t hesitate to give us a call so we can help.
  • If corrected 1099 forms are needed, they will be posted to your Schwab Alliance account beginning on February 27th.
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TheLiveBigWay® Digest – Crypto Craze

TheLiveBigWay® Digeston January 25th, 2018No Comments

What is Bitcoin Actually Worth?

Having risen from $1,000 per coin to a high of nearly $20,000 in the past 12 months (although as we write, it has fallen back to $11,000), Bitcoin has garnered more than a little attention and spawned a host of imitators. We recently came across a post by a gentleman who blogs under the name The Unassuming Banker that we think did a particularly nice job of both explaining what Bitcoin is and why it and the 1,400 other cryptocurrencies that have sprung into existence, whatever their current market value, have an intrinsic value of zero. We thought we’d share.

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Tips to Thwart Tax Thieves

As discussions about the upcoming tax season start to heat up, so, too, do the discussions about tax identity theft. Tax identity theft has become such a relevant topic that the FTC has dedicated an entire week to raising consumer awareness with the hopes of helping people better protect their personal information. This year’s awareness campaign begins on Monday. With this in mind, it seems like the opportune time to share with you our Tips to Thwart Tax Thieves, a piece that aggregates various suggestions from the IRS website into one location as a quick resource for protecting your identity – we hope you find it useful!

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2018 Outlook: Through the Looking Glass 

Last week, we hosted a live webinar where we shared our thoughts on a variety of developments that can impact your finances in 2018. In case you missed the webinar or if you want to hear it again, a recording is now available on our website. We hope that you will share this link with any friends, family, or colleagues who may find the webinar – and the Red Queen’s Wisdom! – valuable. As we did last year, we’ll be hosting multiple webinars throughout the year and we encourage you to stay tuned to TheLiveBigWay® Digest for more details on these events.

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How You Will Receive Your 1099

As you begin collecting your tax documents to prepare your 2017 returns, we’d like to offer a few notes about tax information for your Yeske Buie accounts.

  • On the Tax Reports page of your Client Private Page®, you will find reports for your taxable accounts (for planning purposes only) and transaction reports for your IRA(s). To complete your tax return, please refer to your Schwab 1099 for dividends, interest, and capital gains in your taxable account(s), and your 1099-R for any distributions from your IRA(s).
  • Schwab will be posting 1099s to the Statements & Reports tab of your Schwab Alliance account throughout the month of February. Step-by-step instructions for accessing the online forms can be found here. If you have elected to receive printed forms, you will be notified via email when the forms have mailed. And if you have any trouble at all accessing your forms, please don’t hesitate to give us a call so we can help.
  • If corrected 1099 forms are needed, they will posted to your Schwab Alliance account beginning on February 27th.
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Where in the World is the Live Big® Glass?

We are humbled by how many of our Clients, family, and friends have submitted photos of them and those closest to them Living Big at home and around the world. We have recently added two more photos showing people doing just that – celebrating a new home and an anniversary trip abroad – which brings our total number of photos to 85! If you have a Live Big glass photo that you’d like to submit, please feel free to email it to Lauren@YeBu.com who will ensure the photo is added to the gallery.

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TheLiveBigWay® Digest – Big Ten

TheLiveBigWay® Digeston January 11th, 2018No Comments

Saving for Retirement – It’s Never Too Early (or Too Late!)

At the top of nearly every list of financial New Year’s resolutions is the goal to “save more money”. For some, this means increasing general savings amounts. For others, this means putting away more money for retirement, specifically. When it comes to planning for retirement, time is one of the most important ingredients in a Client’s financial plan. The power of compound interest is the reason this is true – each additional compounding period available to a Client’s savings increases the growth prospects of those funds exponentially. Read more to find out how Yeske Buie helps its Clients use their time before retirement to take advantage of this principle.

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Yeske Buie Celebrates Its 10 Year Anniversary!

On January 1, 2018, Yeske Buie celebrated its 10th anniversary. Elissa and Dave have each been in the profession of financial planning for more than 30 years. The merger of Elissa and Dave’s legacy firms brought together two distinct cultures and approaches and blended them into something that is truly greater than the sum of its parts. In celebration of this momentous anniversary, we’ve compiled a timeline of photos that shows the evolution of our team and major milestones in Yeske Buie’s history. We hope you enjoy this trip down memory lane as much as we do!

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Elissa Buie Recognized – Again – by Washingtonian Magazine 

Elissa Buie, CFP® has been recognized, again, as one of the area’s best fee-only financial planners by Washingtonian Magazine. Featured in Washingtonian’s January issue, the Top Wealth Advisors list is compiled largely via responses to a peer survey that asks industry professionals “Who would you trust with your own money?” Those named to the list received the most recommendations. Read on to see what Elissa has accomplished over her 35-year career that has earned her a spot on every edition of the list.

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Time Saving Ideas to Live Big this Year

At Yeske Buie, our team and our Clients realize that while money matters, it is what you choose to do with it that matters most. Accordingly, we center our work on a singular priority: helping Clients make the most of their most valuable resource – LIFE. As the New Year traditionally affords an opportunity to explore new habits, we thought we’d share a list of time saving ideas you may consider adopting with the hope that one of these small changes may open a window of time in your day that you didn’t have before. And we hope that you will make the most of these extra minutes and do things that give you joy or renew you. Perhaps something from our Live Big® list?

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2018 Outlook: Through the Looking Glass

We hope you will join us on Wednesday, January 17th at 12:00pm PT / 3:00pm ET as we climb through the mirror and share our outlook on the economy, US and international markets, and other developments that can impact your finances in 2018. You can register for the webinar using the following link: 2018 Outlook: Through the Looking Glass. If you have something specific that you’d like us to speak to during the webinar, please feel free to email your thoughts to Mila@YeBu.com and we’ll look to incorporate them into the presentation. We would also love for you to share this link with any friends, family, or colleagues who may find this webinar valuable. Talk soon!

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TheLiveBigWay® Digest – Best of 2017

TheLiveBigWay® Digeston December 21st, 2017No Comments

As we enjoy the final days of 2017, we thought we’d reflect on some of the best pieces from TheLiveBigWay® Digest over the past year. In this edition of the Digest, we share a list of the most popular posts in each of our five categories. We’ve also assembled a more extensive list highlighting the top five posts in each category here: The Best of 2017.

We wish you and yours a happy and prosperous New Year!

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Top Economy and Investing Post: The Coming Bear Market

“The Coming Bear Market” is the title of an article posted in October 2017 by economist Robert Shiller in which he discusses current economic and market conditions in the U.S. and compares them to prior times when markets declined. Shiller is notable for having published a book titled “Irrational Exuberance” in which he “predicted” the Great Recession, and he seems to have been predicting another one ever since. One thing that’s important to remember is that someone is always predicting bad things for the economy, but the reality of the markets is much messier. Read on for our thoughts on “the coming bear market”.

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Top Financial Planning Post:

Cash Flow Trackers: How to Make Them Work for You

How much did you spend at the grocery store last week? What about at restaurants last month? Or on clothes this year? You probably have only a very general idea of the answers to these questions. And frankly, that’s okay. Life is often too busy to record and categorize every expense. Luckily, technology can help do all of that for you. But is such a granular analysis even worthwhile? We take a look at one of the more popular cash flow tracking apps: Mint. Read on for our take on the service, and our thoughts on using cash flow trackers.

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Top Firm News and Events Post: Yeske Buie’s Live Webinars

Our three three live webinars were very popular this year! We hope you will register for our upcoming webinar, 2018 Outlook: Through the Looking Glass, and check out the recordings of this year’s presentations – Will the Trump Administration be GREAT for Your Finances?, Around the World in 60 Minutes, and Housing Transitions in Retirement: It’s Your Move.

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Top Cyber Security Post: Your Identity: A Force to Be Reckoned With

Since 2014, the Yeske Buie team has been personally using and recommending IdentityForce for their identity theft protection services. With an IdentityForce account, you receive constant identity and credit report monitoring, instant alerts on suspicious activity, reports of all your personal information that is made public on the internet, anti-keylogging and anti-phishing software to protect you against malware and phishing sites, and more. IdentityForce has recently added Social Media Identity Monitoring as part of their service offering, now available at no additional charge. Learn more about how IdentityForce’s services can help protect your identity.

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Top Fun Stuff Post: Perhaps the Most Beautiful Flash Mob Ever…

Our good friend Ed Jacobson, PhD, author of Appreciative Moments, sent us a video a five years ago that we’ve shared with our Clients, friends, and family year after year because of our appreciation for it’s beauty. The timeless video is on the list of top 20 most viewed posts of all time on our website, which we assume to mean that you love it as much as we do. Today, we share with you again what Elissa calls, “perhaps the most beautiful flash mob ever…

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TheLiveBigWay® Digest – Planning is Everything

TheLiveBigWay® Digeston December 12th, 2017No Comments

Estate Planning for Animal Lovers

When thinking about estate planning, many topics come to mind – like, what property, houses, and cars you own, who will handle the distribution of your assets, and how you will care for your children, grandchildren, and other loved ones. Often overlooked, however, is the care for our beloved, furry companions: our pets. Although you can’t leave money directly to your pets, you can make plans to ensure your pets are cared for and that the necessary resources are available to the caretaker.

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‘Tis the Season for Holiday Giving

A core value at Yeske Buie, our team believes in giving our time and talent to our Clients, our local communities, the Financial Planning profession, and more. While we are intentional about Giving Big all year round, we find ourselves particularly inspired to give during the holiday season. This year, Elissa and Dave generously invited the team to select a handful of toys to be donated to local charities – the San Francisco Firefighters Toy Program and the Fairfax County Police Department’s “Santa’s Ride” Toy Drive. Read on for the team’s gratitude in supporting organizations like these around the holidays and for photos from the team’s donations.

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Save the Date: Live Webinar with Dr. Dave Yeske

With just over two weeks left in 2017, it feels natural to be thinking about the upcoming year ahead. We invite you to join us on Wednesday, January 17th at 12:00pm PT / 3:00pm ET for a live webinar with Dr. Dave Yeske to do just that. During the webinar, Dave will share our outlook on the economy, US and international markets, and other developments that can impact your finances in 2018. You can register for the webinar using the following link: 2018 Outlook: Through the Looking Glass. We would also love for you to share this link with any friends, family, or colleagues who may find this webinar valuable.

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Staff Spotlight: Yusuf Abugideiri

Today in this space, we’d like to shine a spotlight on our longest-standing team member, Yusuf Abugideiri, who is in the midst of some exceptional personal and professional life events that we are excited to share with you. First and foremost, Yusuf and his wife, Maegan, are counting down the days until the arrival of their first born child! Of course, this means that Yusuf will be spending some time out of the office as he adjusts to his new role as a parent. In the meantime, Ryan Klemm and the rest of our Financial Planning team are prepared to dive in and support our Clients’ needs during Yusuf’s time away. Stay tuned for an announcement (and pictures!) after Yusuf and Maegan meet their son.

In other (less life altering, but still good) news, Yusuf will be a member of the 2018 class of Schwab’s Executive Leadership Program. This program serves as a sort of “MBA” for Financial Planners with the aim of preparing the next generation of leaders of the profession. The coursework will touch on various topics, including Positive Leadership, Managing Innovation, Talent Management, and Entrepreneurship that Yusuf will be able to apply in his management role at Yeske Buie.

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Tis the Season: Light of Gold

A few years ago, Elissa and Dave became involved with Cappella SF, an exceptional a cappella group founded and directed by Ragnar Bohlin, Emmy award winning director of the San Francisco Symphony Chorus. We recognize that by no means does everyone celebrate the Christmas Holiday, but with admiration for their talent, Yeske Buie sponsored Capella SF’s first holiday CD, which features Christmas songs from around the world and across the centuries. With the holiday season upon us, we are reminded of the beauty of this CD and the joy this music brings to us.

To anyone who is interested, we would like to offer you a copy of this CD; simply email our team at Info@YeBu.com and we will promptly ship a CD to your home. This link to a sample of Light of Gold will give you a taste of what this CD has in store for you. And, for those of you who still have their copy of the CD from years past, we hope you will enjoy the music again this season, and feel free to ask us for a copy for a friend or family member. Happy Holidays!

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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