TheLiveBigWay® Digest – Mid-Summer Mini-Series

Let’s Converse About Reverse Mortgages

Thanks to updated regulations and requirements, reverse mortgages have become a more appealing planning strategy for aging clients in multiple scenarios. In an effort to capture and share some ways reverse mortgage can be a valuable tool, we wrote a two-part Reverse Mortgage Mini-Series. Part I provides a basic overview of Home Equity Conversation Mortgages (HECM) and Part II covers additional details on HECM’s including costs, calculations, payments and more. If you’d like to learn more and explore whether a reverse mortgage may be valuable for you, we encourage you read our Reverse Mortgage Mini-Series: Part I and Part II.

Social Wellness Support

The word “wellness” is often prefaced with an adjective: for example, physical wellness, financial wellness, or social wellness. If you are unfamiliar with the term, social wellness involves having meaningful relationships and creating a support system that includes family members and friends. This kind of care may include fostering your own social wellness or helping a loved one you support in your social network. In recognition of National Social Wellness Month, we guide you to resources that may help you feel more comfortable in a caregiving role.

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The 2017 Trends in Investing Survey

The Financial Planning Association^® (FPA^®) and the Journal of Financial Planning recently released the results of their annual “Trends in Investing Survey”. The survey includes responses from over 300 advisors of various backgrounds and shows advisor data on investments used, diversification, asset allocation, rebalancing and more. One of the most notable data points is the resounding preference of ETFs for the third year in a row. Read on for Dave’s thoughts on ETFs and the survey results as shared by CNBC reporter, Sarah O’Brien.

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Meet the Team: Daniel Tripp

Yeske Buie is pleased to welcome Daniel Tripp to the Yeske Buie team. Dan joins the team as part of our fourth class of Financial Planning Residents. He began his three-year residency about six weeks ago, embracing Yeske Buie’s boot camp training first in Virginia and then transitioning to San Francisco where he will work full time. Dan is a recent graduate of Golden Gate University’s Financial Planning program and is looking forward to expanding his formal education with experience on Yeske Buie’s Financial Planning Team. Learn more about Dan in our newest edition of Meet the Team.

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Register Today for Our Special Event in San Francisco

We hope you and your guests will join the Yeske Buie team for our special event at the Park Central Hotel on Wednesday, August 16^th from 6:00pm – 9:00pm. The event will be a social gathering featuring hors d’oeuvres and drinks, complimentary valet parking, great conversation, and an engaging presentation by Apollo Lupescu, PhD, Vice President of Dimensional Fund Advisors. Dr. Lupescu, Dimensional’s most popular speaker and “Secretary of Explaining Stuff” will present at 7:00pm on The Evolution of Investing. You can register today by emailing Lauren Mireles or visiting our event site. Our full menu and more event details can be found on our website. We hope to see you there!