TheLiveBigWay® Digest – Golden Care

TheLiveBigWay® DigestPosted on 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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“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