TheLiveBigWay® Digest – Change Checklists

Job Change Checklist

These days, chances are good that you will change jobs more than once in your career, if not several times. These job transitions can be a whirlwind, both exciting and daunting at the same time, and can present you with many financial choices that affect your current and future financial goals. Putting your financial situation in order and being organized going forward will help you get off to a great start at your new job, and ensure you’re still on track to reach your future goals! With all this in mind, here are some tips to help you navigate the transition.

Financial Planning’s Mission During Life Transitions

As summer slides into fall, signs of the changing seasons can be seen across the country and remind us of the rhythm of life’s changes. As financial planners, we are in a unique and privileged position to share in the rhythmic changes of our Clients’ lives. In fact, it is during periods of transition that financial planning takes on new meaning. Learn more about Yeske Buie’s role during times of transition and the resources we share with our Clients to help them navigate life’s changes.

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In Case You Missed It: Short Take – Emerging Market Blues

An article from The New York Times published earlier this month detailed some “bad news” related to emerging markets (EM) and spawned quite a bit of chatter among investors. Emerging markets have been in the news lately, in part because stock markets in those countries have been falling in recent months (for reasons we’ll discuss further), but also because of crises and disruptions occurring in a handful of specific countries. All of this prompted us to share this brief note on the topic – we hope you find it to be informative.

Yeske Buie in the Media: “Investing in 529s? Here is the Lesson Plan”

A few weeks ago, the Yeske Buie team hosted a live webinar panel discussion where we shared our thoughts on education planning initiatives for children of all ages. The webinar gained the attention of many including Ann Marsh, a senior editor for Financial Planning Magazine, who wrote about the webinar as part of her Tax-Advantaged Investing series. In this space, we’d like to share some of the highlights from Ann’s comprehensive summary of the webinar. And if you missed our live discussion, you can re-watch the recording here on our website.

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Thank You for a Magical Event!

Last week, our team had the privilege of spending an evening with some of the wonderful people in our Yeske Buie community. We spent the evening together at the historic University Club of San Francisco and enjoyed insightful conversations, delightful appetizers and desserts, and the sharing of the team’s recent ah-ha moment that Yeske Buie is a love story. We look forward to sharing more about this story with all of our Yeske Buie community and in the meantime, we hope you enjoy this small gallery of photos from the event.