TheLiveBigWay® Digest – Record Review

TheLiveBigWay® DigestPosted on August 7th, 2018No Comments

Have You Reviewed Your Earnings Record?

Social Security is a topic that starts to come into conversation as retirement approaches – When can I start to receive benefits? How much will my benefit be? What about my spouse’s benefit? In addition to discussing and reviewing the options, there are other questions to consider and review prior to that time period. One review you may not instinctively think about is checking to see if your past Social Security earnings have been reported correctly. Read on to learn how you can (simply) check your earnings record and why it matters.

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The Ins and Outs of Identity Theft

August is Fraud Awareness Month – the perfect time to spark conversations about how vital fraud prevention is in our society. Given the significant number breaches and hacks over the past few years, experts say that consumers are at a heightened risk for identity theft. Considering this current reality, the question on many of our Clients’ minds is: what can we do to protect ourselves? In this space, we share information from industry experts about the methods identity thieves use to steal your personal information and what you can do to make yourself a less attractive target.

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Back-to-School: Strategies for Success

While it can feel like the back-to-school experience fixates on colorful displays found throughout department stores, the path to successful education planning is much more involved and requires a robust approach. Consider the following questions:

  • When is the best time to begin setting aside money for my baby’s education?
  • Help! My daughter’s attitude about budgeting is “What’s the point?”
  • After I move my son into college, I’ll be an empty nester – now what?

If any of these questions resonate with you, we encourage you to join our live webinar on Wednesday, August 22 at 11am PT / 2pm ET for the Yeske Buie team’s answers to these questions and more. Register today!

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Meet the Team: Cole DeLucas

As we’ve shared in this space several times in the past few weeks, our Financial Planning Team has grown significantly this Summer. Thus far, we’ve introduced to you, Steven Hong, Karen Simons, and Alishia DuBois. Today, we are pleased to spotlight Cole DeLucas. If this name sounds familiar, that may be because Cole was an Intern at the firm last Summer! Learn more about Cole’s goals as a Financial Planning Resident and how his internship prepared him for the next three years in this edition of Meet the Team.

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Save the Date: Special Event in San Francisco

You and your guests are cordially invited to join the Yeske Buie team as we host a social gathering with a dynamic discussion titled Financial Planning is Magic. The event will be held on Wednesday, September 12 from 5 – 8pm at The University Club of San Francisco. Complimentary valet parking will be available. Stay tuned to future Digests and email invitations for more details and feel free to email Mila Lavoie or visit our online event site to RSVP for the event. We hope to see you there!

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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