TheLiveBigWay® Digest – Round by Round

TheLiveBigWay® DigestPosted on March 21st, 2018No Comments

All Our Clients Are ‘Round’

Flashback to your high school English class. While you were busy passing notes, your teacher was likely sharing some information actually worth retaining. In this case, we’re referring to the two, well-known categories of literary characters: round and flat. While the concept of round vs. flat stems from literature, we can easily apply it to people in our lives. For us, some of the “roundest” people we know are our Clients. We invite you to explore this dimension with us as we appreciate the wonderful opportunity that Financial Planning affords us.

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A Bracket That Can’t Be Busted

If you’re following this year’s March Madness tournament, chances are high that your bracket busted with the historic upset of UMBC over UVA – sorry, Wahoos! While you can’t ask for a redo on your basketball bracket, we’d like to share with you an opportunity to start anew with the 32 options on the National Endowment for Financial Education (NEFE) and Financial Planning Association® (FPA) Financial Four bracket. For nearly a decade, these two organizations have partnered to share an interactive bracket that can’t be busted. Rather than picking basketball teams, this bracket challenges you to prioritize the financial areas of your life that are most important to you – we encourage you to check it out!

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You’re Invited: SAVE – SPEND – DONATE – INVEST

Considering today’s financial landscape, financial literacy is becoming just as important as any other basic survival skill. In alignment with National Financial Literacy Month this April, we invite you to join our live webinar on Wednesday, April 18th at 11:00am PT / 2:00pm ET where we’ll share our insights and passion for financial literacy. Our hope for the webinar is that you’ll leave the session feeling:

  • Confident in making financial decisions that are integrous to your goals and values.
  • Excited about Yeske Buie’s Financial Literacy program and the tools and resources available to you, your children, and your loved ones.
  • Empowered to have productive money conversations with those important to you.

Register today to reserve your virtual seat in our webinar! And please don’t hesitate to share the gift of financial literacy by forwarding this message to any friends and colleagues who may want to attend the session.

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AdvisoryHQ Recognizes Yeske Buie

For the third straight year, AdvisoryHQ has recognized Yeske Buie as one of the Top 11 Financial Advisors in the SF Bay Area. The financial review and media company compiled the listing based on their 4-step objective methodology which ranks firms based on their fiduciary duty, independence, transparency, level of customized service, history of innovation, team excellence, quality of service, and wealth of experience. Read on to see what unique factors gave Yeske Buie high scores on AdvisoryHQ’s ranking

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Tax Day 2018

Tax Day is just a few weeks away on Tuesday, April 17th, which 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.

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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