TheLiveBigWay® Digest – Scientific Spending and Saving

TheLiveBigWay® DigestPosted on May 17th, 2018No Comments

Can I Take a Rain Check?

It’s likely that at some point, you’ve had to ask someone for a rain check when it’s been more desirable to accept an offer at a later date rather than in the present moment. In a similar way, when you set aside money for a rainy day, you are serving your future self by being prepared for unexpected financial hurdles. These funds collectively make up your emergency fund – read on to learn more about creative ways to contribute to your emergency fund, when to utilize the funds, and more.

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The Science of Spending

What if there was a way to increase your happiness and satisfaction without much work, energy, or effort? Would you want to find out more? Science supports that it is, indeed, possible to achieve more happiness by taking an objective look at how you’re spending your money. Read on to learn more about what the emerging field of positive psychology says about how we can increase our happiness by changing how we spend our money.

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National 529 College Savings Plan Day 

Planning for the ever increasing education costs is a topic we frequently discuss with our Clients; it can be tricky to decide when and how to start saving because of the unknown factors that make estimating college costs challenging. In honor of National 529 College Savings Plan Day on May 29th, we thought it would be an excellent time to revisit the topic and share our thoughts on the best available plans:

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Thank You for Joining Our Magical Event 

Earlier this week, the Yeske Buie team had the pleasure of hosting our Clients, Centers of Influence, and Friends to an event in Tysons, Virginia. The event included insightful conversations, tasty appetizers, a message of appreciation from Elissa and Dave, and a lot of laughs. We hope our guests enjoyed the evening as much as we did! And mark your calendars, west coast friends and colleagues – we’ll be hosting a similar event in San Francisco on September 12th. For now, we hope you enjoy revisiting this week’s event via the gallery of photos on our website.

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Tax Return Request

If you haven’t done so already, we would like to remind you to please send us a copy of your 2017 Federal and State Tax Returns to help us better serve you throughout 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