TheLiveBigWay® Digest – The Size of Your Life

Tips to Thwart Tax Thieves

Protecting your identity and your taxes can feel like an uphill battle. Each year around this time, we like to share reminders of best practices to keep your identity safe as awareness is a key component to protecting your identity. Typically, tax season brings about a surge of attempts for scammers and identity thieves to phish for your personal information. While still significant, the number of fraudulently filed returns and those who reported tax return identity theft in 2016 was reported by the IRS to be 50% lower than in 2015. To help keep this trend on the downhill, we offer tips and resources to help you protect yourself from potential theft.

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Can Money Buy Happiness? 

Researchers are continually looking for ways to prove whether or not money can buy happiness. We recently came across an article that argues that it is possible for money to bring you happiness and reflects our belief that “It’s about the size of your life, not the size of your wallet^®”. The ideas in the article are supported by a study that focuses on factors that bring and sustain happiness and suggest that spending money in more fulfilling ways to bring you closer to other people can, indeed, increase your happiness. Today, we share Kira M. Newman’s six suggestions for getting more happiness for your money.

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Save the Date: Live Webinar

We hope you will save the date and join us for our second live webinar on Wednesday, April 19^th at 11:00am PT / 2:00pm ET. In our last edition of the Digest, we asked for your help in selecting the topic that we will present on in April. We received many great responses and the highest rated topic was our Investment Philosophy. If you didn’t have a chance to share your opinion with us, it’s not too late – please click this link to take the survey and give us your input. In our next Digest, we’ll reveal the webinar topic and registration link so stay tuned.

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Final Update About Your 1099

As a final update regarding the status of your Schwab 1099 form for your 2016 tax return, the delayed information from the mutual funds in Yeske Buie portfolios has been reported and Corrected 1099 forms will be required. This Corrected 1099 contains the most current information and should be used in the preparation of your taxes. Schwab will be releasing the corrected forms in batches, one of which was already sent and the other expected on March 14^th. The form will be mailed to your address and posted to your Schwab Alliance account. If you are not familiar with the Schwab Alliance website, you will find simple instructions for accessing the document on our website. If you have any questions, please do not hesitate to contact us.

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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.