If you are eligible for Social Security benefits, you’ve spent at least 10 years working and paying a portion of your income into the system. As you approach age 62, you are able to receive the return on your “investment” by claiming your benefit. However,…
This past Wednesday, our staff on the east coast volunteered at DC Central Kitchen’s Evening Meal Prep event. DC Central Kitchen is America’s leader in reducing hunger with recycled food, training unemployed adults for culinary careers, serving healthy school meals, and rebuilding urban food systems…
Decision Architecture: Building Better Choices Elissa and Dave’s latest paper, Policy-Based Financial Planning as Decision Architecture, was just published in the December issue of the Journal for Financial Planning. Financial planning policies are compact decision rules that make it easier to stick with a consistent…
With all the noise and turmoil that sometimes fills our daily lives (not to mention our daily newspapers), we all cherish the opportunity for quiet reflection and the joyful fellowship of family and friends that Thanksgiving Day brings us each year. On this eve of another…
Elissa on Financial Times Top 100 Women Financial Advisers List Financial Times, the venerable 126 year old London based newspaper, has named Elissa Buie to its inaugural FT Top 100 Women Financial Advisers list for 2014. In compiling the list, FT set out to identify the 100…
Elissa and Dave have been in Seoul, Korea this week, having been invited to speak at the Korea Financial Planning Association’s annual conference. In his keynote presentation, Dave will be discussing the three phases of good retirement planning, from uncovering client goals, vision, and values,…
Well, maybe we don’t really so much mean United States “against the world” as United States stock market “versus” the rest of the world. In any case, we’ve gotten a few inquiries of late from clients wondering why their portfolios haven’t been soaring as the…
Medicare: Making Enrollment Make Sense While one’s 65th birthday no longer signifies reaching the “Full Retirement Age” milestone for Social Security retirement benefits, turning 65 still has a unique perk – gaining eligibility for Medicare. Being eligible for the program, however, doesn’t mean that it’s…
The November issue of Financial Planning Magazine sports the smiling face of our very own Yusuf Abugideiri under the heading, How to Hire the Next Generation. Elissa is quoted extensively in the accompanying article, beginning with a discussion of how Yeske Buie has helped support…