TheLiveBigWay® Digest: Media Mentions
This year, the financial planning profession is celebrating its 50th anniversary, a milestone that is inspiring many to reflect on the grand evolution of our work. In recognition of this anniversary, InvestmentNews assembled a list of the 20 most influential individuals who have helped shape the profession. We are honored to share that our two founders, Dr. Dave Yeske and Elissa Buie, were included in this recognition. Read on to learn more.
When it comes to financial planning, it can be difficult to stay on the straight and narrow planning path. One of Elissa and Dave’s most recognized contributions to the financial planning profession, well-crafted financial planning policies serve both planners and their Clients by acting as a powerful touchstone in the midst of a rapidly changing world. Learn more about financial planning policies via this recorded presentation or this article by Dave Yeske.
We’ve all been guilty of reading through a service’s terms and conditions with less than sleuth attention. But when it comes to something as significant as your finances, it’s important to have a solid understanding of the details. One area where this especially applies is with your personal credit cards. Partner Yusuf Abugideiri shared tips for “navigating the fine print” in an article recently featured in The New York Times. Here’s what you should keep in mind.
Pop quiz! Where is your most recent last will and testament? How about your auto insurance policy? Last year’s tax return? For many of us, our answers are skewed more towards “I don’t know.” And while it’s likely that, if given time, you could unearth these documents, it is also likely that this quick exercise has uncovered an opportunity to be better prepared. We share a few suggestions for those interested in getting organized.
There are only a few weeks left to file your 2018 tax returns with the final deadline for extended individual tax returns coming up on October 15th: please don’t hesitate to contact us for any documentation you need to complete your returns. Once finalized, we would like to kindly request that you send us a copy of your 2018 federal and state returns to help us better serve you through the remainder of the year. We are best able to perform tax related analysis with your most current tax return.
Exactly how the information is used varies from Client to Client but may include analyzing Roth conversions, updating retirement capital projections, calculating tax projections, and tracking tax data that can impact investment decisions. You may send the documents to us using any of the secure methods described here.