TheLiveBigWay® Digest – Supernatural Influences

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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FAFSA: Forthcoming Adjustments Facilitate Student Advantages

With the first day of Fall behind us, the back-to-school hype has dwindled and students are settling into a new year of classes. For high school seniors and their parents, however, a new hype is upon them: the college application process. Beginning October 1^st, changes to the FAFSA process will be implemented to help align the financial aid process more closely with the admission process. We share more details on these important changes and we offer an expert’s opinion on why you should complete the FAFSA even if you don’t think you qualify for aid.  

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Yeske Buie in the Media: FPA BE

Last week, Elissa and Dave participated in the FPA Annual Conference, the largest gathering of CFP^® professionals and thought leaders in financial planning. At the conference, Elissa spoke on a panel to discuss best practices for internships and Dave spoke on a panel to discuss Retirement Realities and was a judge for an academic track jointly sponsored by the Academy of Financial Sciences and the Journal of Financial Planning. Both speaking engagements received media attention at the conference and today, we share the highlights of Elissa and Dave’s presentations.

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Meet the Team: Zach Bennedsen

Yeske Buie is pleased to have Zach Bennedsen join our team as a Financial Planning Resident. Zach started with the team in July and has been going through Yeske Buie’s intensive training program nicknamed, Boot Camp. The emphasis on hard work is nothing new to Zach who was an active student at Virginia Tech. In this edition of Meet the Team, Zach shares insights from his time at Yeske Buie thus far and the goals he has as a Financial Planning Resident.

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Referrals are the Greatest Compliment

Clients and referral sources have often told us that they hesitate to make a referral because they don’t know if friends, relatives, or coworkers meet our minimums or would otherwise be a good fit. Our message is that we are financial planning evangelists and would like to see everyone who seeks advice find a competent, ethical financial planner. Thus, we’re happy to talk to ANYONE who is referred to us and if, for whatever reason, we find that we’re not a good fit, we will work to match them up with an experienced financial planner who is.

If you know someone who may be interested in talking with us, please ask them to contact Lauren@YeBu.com or send Lauren the individual’s name and contact information so we may connect with them to set-up an initial meeting. We thank you for the continued trust you show in us by referring your friends, family, and colleagues so that we can help them to harness their financial resources to pursue exquisite, fulfilling lives.