TheLiveBigWay® Digest: Meaningful Money Conversations
As financial planners, we are entrusted with one of life’s most delicate subjects, money. And it’s no news to us or to you that discussing money can sometimes be difficult. Despite the possibility of discomfort however, being able to talk about money with your family can promote transparency and empowerment, and minimize potential conflicts down the road. Today, we share why and how to have meaningful money conversations with the most important people in your life.
While the calendar year is a somewhat arbitrary yardstick for measuring progress, we all naturally organize our thoughts this way. As such, we use this space to share a quick snapshot of what happened in the markets and in our Client portfolios during the year just ended. Read more on our website.
We are pleased to share that Elissa Buie, CFP® and Yusuf Abugideiri, CFP® have been recognized by Washingtonian Magazine as two of the area’s top fee-only financial planners. The magazine compiles the list by conducting their own research, consulting industry experts and publications, and surveying hundreds of professionals in the area asking them whom they’d trust with their own money – learn more about the list here. Congratulations, Elissa and Yusuf!
We will be kicking off the new year with a live webinar next Wednesday where Dr. Dave Yeske will share his thoughts on the financial and economic outlook for the year ahead. Register today and tune in next Wednesday, January 15th at 11:00am PT / 2:00pm ET – talk soon!
At Yeske Buie, our team and our Clients realize that while money matters, it is what you choose to do with it that matters most. Accordingly, we center our work on helping Clients make the most of their most valuable resource – LIFE. With this in mind, we offer a list of time saving ideas we hope may open a window of time in your day to do something that gives you joy or renews you. Perhaps something from our Live Big® list?