TheLiveBigWay® Digest: Alphabet Soup

The last few years of market performance have been full of downs and ups (some big up) and downs again. And given this year’s performance, many are asking what’s up and what’s next. As we’ve always said, we don’t have a crystal ball, but we do have a high degree of confidence in where we’re headed in the long run – up! Take this quiz to learn more. Can you beat the high score of 3/10?

Acronyms are everywhere! You probably know what an IRA is, and if you’re close to or over 72, you probably know what RMDs are…but what about QCDs? And what if you don’t know any of these acronyms? Never fear, your Yeske Buie team is here! Read on to learn more about how the alphabet might help you get more tax savings from your charitable giving in retirement.

We continue to play with our ‘alphabet soup’ theme as we think about this month’s tips and to dos by sharing details on two finance acronyms and our recipe book for soups and other family favorites.

Medicare enrollment is big milestone, and a daunting process! No matter where you find yourself in your Medicare exploration journey, it’s never too early – or too late – to get expert advice on how to craft a healthcare package that best meets your needs. Join us on Thursday, November 17 at 11am PT | 2pm ET for a live conversation with expert presenter, Margo Steinlage, about the ins and outs of the program. Register today!

As your holiday plans begin to come together over the next few weeks, we hope that you’ll add ‘time with the Yeske Buie team’ to your calendar. Save the date for our virtual holiday party – ‘Oh, What Fun!’ – on Tuesday, December 6 at 3pm PT | 6pm ET to join us for conversation, games, drinks, and more. Visit our event page to let us know if you’ll be attending!