TheLiveBigWay® Digest – Cash Flow and Chronicles

TheLiveBigWay® DigestPosted on November 16th, 2017No Comments

A Practical Approach to Cash Flow Complexities

When life happens, the financial aspects of figuring out what to do next can make taking that next step an overwhelming task. Using policies to manage cash flow on an ongoing basis removes the budgetary uncertainties and clarifies the financial ripple effects of a given alternative, helping our Clients make decisions using the constraint that matters most: their values. Read on to learn how Yeske Buie uses grounded policies when creating financial plans for our Clients.

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Capitalizing on Catch Up Contributions

While the celebration of one’s 50th birthday may include unwanted over the hill gifts, one “gift” that you can look forward to receiving is the eligibility for catch-up contributions to your retirement accounts. We recommend that you take advantage of this ability and contribute the maximum, including the catch-up, wherever possible. As part of our processes at Yeske Buie, we review all eligible Clients and we will contact you individually if this recommendation applies to you. For more information regarding your retirement accounts, we encourage you to read How Well Do You Know Your 401(k) Plan? and Brushing Up on the Facts: Roths IRAs.

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Yeske Buie in the Media: Annuities and the Advisory World

According to a recent CNBC article, annuities are near the top of the list of financial products that fiduciary advisors hate. The article shares that the reasons for this are plentiful, ranging from cost, to complexity, to their reputation for not acting in a Clients’ best interest. Dave spoke with the reporter for this article, Andrew Osterland, to share his thoughts on the declining use of annuities among advisors and his reasons for not recommending annuities for Yeske Buie Clients.

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The Live Big® Chronicles: Holiday Edition

Over the years, we’ve compiled several creative and dynamic lists of ways individuals can have rich, Live Big experiences without spending a lot of money. Many of the ideas on these lists come from suggestions by Clients, friends, and family, and we continue to welcome new additions from anyone who would like to participate. With the holiday season rapidly approaching, we would like to use this space to share ideas for living big this winter – we hope you enjoy it!

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Gather Around the Family Tree

When meeting with Clients, we sometimes explore their personal history by asking questions about childhood money memories, their hopes for their financial legacy, and more. What we learn is always focused on the important people in their lives and almost invariably, it is about far more than money. You may find that having these kinds of conversations with your family and friends can be very impactful in deepening a relationship, and one way you may consider starting the conversation is by exploring your family tree together. Today, we share the family trees from a variety of our team members along with a blank template that you can complete for yourself. We find that this is a fun exercise to do anytime, but especially around the holidays when many are visiting family.

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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