TheLiveBigWay® Digest – Buckle Up

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.

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 18^th 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.

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 15^th 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 17^th, 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.