TheLiveBigWay® Digest: Rethink, Refresh, Renew

TheLiveBigWay® Digest: Rethink, Refresh, Renew

Debunking Money Myths

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At Yeske Buie, we encounter many money myths that can mislead individuals on their journey toward financial security. As we ring in the New Year, we thought it timely to clear up some of these financial misconceptions using our grounded wisdom and evidence-based approach to financial planning. We think you’ll find that busting these money myths will help you move forward with a fresh money mindset and make smarter, more confident financial choices throughout the year.

Inspiration for Your New Year’s Resolutions

The New Year is traditionally known to be a time for setting goals related to personal growth, health, financial well-being, and overall quality of life. If you’re looking for inspiration for your New Year’s resolutions, we offer the following resources to jump-start your planning process. You’ve got this!

Registration is Open to Join Our Virtual Ride

With the hope of helping you drive into 2025 with confidence in how to navigate the economic and political road ahead, we’ll be hosting a live webinar on Thursday, January 30 at 11am PT | 2pm ET for a look in the rearview mirror at the year just ended and a review of what may lie ahead in markets and the economy in 2025. Stay tuned for more details on our plans for the presentation and use this link to reserve your seat on our virtual ride.

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A Yeske Buie App: Not Exactly, But Close!

Yeske Buie CPP

Did you know you can create a pseudo-app on your phone for any website you access often? While we don’t currently have a Yeske Buie app, each of our Clients has a Yeske Buie Client Private Page® where action items, financial planning reports, monthly portfolio performance reports, and tax reports can be accessed anytime. If you’d like easy access to your Yeske Buie information, continue reading for instructions on how to make yourself a Yeske Buie “app”.

Ask Us Anything: Do I Have Enough?

It’s one of the most common personal finance questions we hear from people of all ages: do I have enough? We understand that this question is crucial to your peace of mind, and we execute a number of different analyses to give Clients an answer that is honest and robust. Learn more about this approach in our latest Ask Us Anything question. What other questions do you have for us? Share them with us and we’ll address them in a future edition of this feature.

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