TheLiveBigWay® Digest – Avoid Surprise – Get Organized!

TheLiveBigWay® DigestPosted on 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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“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