TheLiveBigWay Digest – Financial Planning Playbook

The Yeske Buie Playbook

Super Bowl XLIX will see the New England Patriots square off against the Seattle Seahawks in Glendale, Arizona this Sunday, February 1st. Just as each team will arrive at University of Phoenix Stadium armed with a playbook that blends hours of research with the ingenuity of the league’s top strategists, Yeske Buie has its own financial planning playbook, designed to tilt the odds in our Clients’ favor. We thought we’d take this opportunity to share the key elements of Yeske Buie’s Creative Strategies and Grounded Wisdom^® playbook.

Yeske Buie has recently implemented a Financial Planning Resident Program. The purpose of the program is the leverage our Financial Planning team and to help contribute to the pipeline of new planners entering the financial planning profession prepared to work with financial planning clients. Our current Financial Planning Residents are Sabina Smailhodzic and Russell Kroeger, both working in our San Francisco office. Learn more about the goals of the program, Sabina’s insights on being our first Financial Planning Resident, and Yeske Buie’s plans to continue growing the program for the betterment of the profession and our Clients.

Russell Kroeger, a spring 2013 graduate of Virginia Tech’s CFP^® Certification Education Track, traveled 2,750 miles across the United States to join our Financial Planning Resident Program. Since graduating, Russell has been focusing on building his foundation knowledge in an effort to add value to Clients and the financial planning profession. Russell is looking forward to continuing his involvement with the Financial Planning Association (FPA) and is excited to build relationship with Clients and friends on the west coast. To learn more about Russell, we asked him about his passion for Financial Planning and what he hopes to accomplish at Yeske Buie. The answers to these questions and more are shared in this edition of Meet the Team: Russell Kroeger.

While Yeske Buie posts quarterly tax reports to your Client Private Page^® for taxable accounts, these reports are for planning purposes only. To complete your 2014 tax return, please refer to your Schwab 1099 for dividends, interest, and capital gains in your taxable account(s), as well as any distributions from your IRA(s). As required by the IRS, Schwab will send 1099s in the mail and post them to your Schwab account between the end of January and mid-February. If you use the Schwab Alliance website, here are instructions for accessing your 1099 electronically. If you have lost your paper copy or are having difficulties accessing the forms online, please do not hesitate to contact us and we will be happy to assist you.