TheLiveBigWay® Digest – Digital Decisions

It is no secret that we are rapidly becoming an ever more paperless society. This doesn’t mean that we are maintaining less “stuff”, however. In fact, I’d be inclined to believe the opposite. With mobile technology a societal norm, we are replacing all our physical information and documents with digital versions. Instead of letters, we have emails. Instead of photo albums, we have Facebook. However, whether your “stuff” is in your desk or in the cloud it is just as important to make sure that there are appropriate instructions for what to do with everything once you are gone. With this in mind, we offer some helpful questions for you to consider in order to make sure that your digital assets are as well planned for as your physical assets.

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Kiplinger: Retirees, Should You Rent or Buy Your Home?

In a recent article from Kiplinger’s Personal Finance, Jane Bennett Clark reviews the pros and cons of renting vs. buying for retirees looking to downsize their living space. While the article specifically addresses retirees, the decision between renting vs. buying is becoming more prevalent for all age groups. Throughout the article, Clark describes the advantages of renting and the advantages of buying as it relates to a retiree’s decision to downsize their home and enlists Dave’s expertise regarding the decision. Here we share Dave’s thoughts on the advantages of renting and a summary of Clark’s review of the article “Retirees, Should You Rent or Buy Your Home?”.

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Introduction to DocuSign^®

Yeske Buie is pleased to announce that Schwab now provides the ability to open accounts and process certain service requests more efficiently using DocuSign. With DocuSign, you will be able to sign and approve service requests electronically, bypassing the typical process of printing paperwork to sign, scan and return to Yeske Buie. In the near future, we will begin using DocuSign for requests that we feel would be more efficiently handled using this software. In preparation for this change, we offer an introduction to DocuSign so that you can feel more informed if/when you receive paperwork via this method. We encourage you to read more to learn why we feel DocuSign will save you time and effort and what you can expect as we begin to use this service.

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Financial Planning Competency Handbook, Second Edition

Certified Financial Planner Board of Standards, Inc. announced that it has completely revised and updated it’s popular reference guide for financial planning students and practitioners. Elissa and Dave contributed 30 chapters to the original Handbook as members of a select team of practitioners and academics invited to write this comprehensive guide to financial planning. In the fully updated second edition, Elissa and Dave collectively contributed over 20 chapters on topics including Economic Concepts, Investment Strategies, Estate Tax Compliance and Tax Calculation, Gifting Strategies, Retirement Income and Distribution Services and more. Read on to learn more about the revisions and the thoughts from the book’s editor, Dr. Charles Chaffin.

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Where in the World is the Live Big^® Glass?

We continue to receive pictures of those using their Live Big glasses  as part of our summer campaign to show off the Live Big glass in the United States and around the world. Today we share pictures of the glass in a Las Vegas suburb and in San Francisco’s Golden Gate Park.  If you have a picture you’d like to share, feel free to send it to Lauren@YeBu.com who will ensure it will be included in the campaign on our social media sites and in a gallery on our website. We look forward to seeing your pictures!