TheLiveBigWay® Digest – Momentous Moments

TheLiveBigWay® DigestPosted on October 19th, 2017No Comments

Supernatural Influences of Estate Planning

With Halloween just around the corner, you may find yourself watching one of the many “reality” TV shows centered on hunting down supernatural influences. Whether or not you believe in the supernatural, one could argue that there is a tangible way for those who have passed to have an influence on the world of the living. Put away your proton pack; we’re not busting any ghosts here, we’re talking about estate planning. While it may not be as personal as a ghostly apparition, you can still help the ones you love, even when you’re not around, by electing beneficiary designations. Read on to learn more about beneficiary designations and their not-so-supernatural effect.

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The Financial Aftermath of a Natural Disaster

The fires that have ravaged Northern California for the past two weeks are coming to a close but for many, the impact has just begun. Our thoughts are with those who have been affected by or have a loved one who has been affected by the California firestorms or the hurricanes in the southern regions of the country. For those faced with the financial aftermath of one of these disasters, we’ve collected tips from victims of prior storms, those in the insurance industry, and fellow financial advisors on what to do next – read on for their recommendations.

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Position Transitions

We are excited to announce that current Financial Planning Residents Ryan Klemm and Zach Bennedsen will be transitioning to the role of Assistant Financial Planner at Yeske Buie. Throughout their time as residents, these two gentlemen have demonstrated exemplary skills in financial planning, a sincere dedication to care for our Clients, and an authentic desire to learn and grow; all of which are unique characteristics that perfectly align with Yeske Buie’s core values. Read on for additional details and for sentiments from Zach and Ryan about their excitement for the transition.

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Making the Most of Music City 

As we’ve shared in this space before, Yeske Buie is a supporter of team attendance at impactful events and conferences because of our belief in the value of learning from bright minds in the profession and the value of opportunities to grow our connections with other planners, finance professionals, media, and more. The team’s recent attendance at the Financial Planning Association’s Annual Conference was no exception. Today, we’d like to share a summary of the team’s collective experience: a piece highlighting the learnings from the team’s favorite informational sessions and a piece highlighting the media flurry that spawned from the team’s networking efforts.

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Final 2016 Tax Return Reminder

The final 2016 income tax deadline has come and gone. For those who filed for an extension, we would like to kindly request that you send us a copy of your 2016 federal and state returns to help us better serve you through the remainder of the year. We are best able to perform tax related analysis with your most current tax return. Exactly how the information is used varies from Client to Client but may include analyzing Roth conversions, updating retirement capital projections, calculating tax projections, and tracking tax data that can impact investment decisions. You may send the documents to us using any of the secure methods described here.

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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