Tips to Thwart Tax Thieves Protecting your identity and your taxes can feel like an uphill battle. Each year around this time, we like to share reminders of best practices to keep your identity safe as awareness is a key component to protecting your identity….
Five Things to Know About Required Minimum Distributions Last time in this space, we shared details about Yeske Buie’s process for managing required minimum distributions (RMDs) in Client accounts. Today, we’d like to share a few notes about RMD distribution timing and strategies for those…
Reviewing the Benefits: Renting and Buying Rent or buy? It’s a question we hear and discuss often and it comes from Clients of all ages – whether it’s a newly married millennial couple looking to settle down, retirees looking to downsize or anyone in between….
Market Note: Dow 20,000 The Dow closed above 20,000 for the first time on Wednesday, repeating the feat the following day. There are headlines any time the Dow crosses a 1,000 mark and that’s especially true of this latest milestone. Here’s our take. TYPE TYT…
Market Review: The Year of Living Dangerously The markets, which is to say investors, hate surprises, though that’s pretty much all we get day-by-day. It’s called news. But some years carry bigger surprises than others and 2016 surely falls into that category. From economics…
This being the last business day of the year, we thought we’d reflect on some of the best pieces from TheLiveBigWay® Digest in 2016. In this edition of the Digest, we offer a list of the most popular post in each category. We’ve also assembled a…
Millennials and Money: Starting the Conversation is What Matters Most At an estimated population of 82 million, millennials make up the largest generation in America. Born between 1980 and 1995, members of this cohort have often found themselves to be the subject of everything from…
Capitalizing on Catch Up Contributions While the celebration of one’s 50th birthday may include unwanted over the hill gifts, one “gift” that you can look forward to receiving is the eligibility for catch-up contributions to your retirement accounts. We recommend that you take advantage of…
In Case You Missed It: About Last Night In most of the ways that matter to your finances, the world looks the same following the Presidential election. So here we are, asking ourselves what’s next? We suggest that you hold fast to this: the resilience…
Fear and Loathing on the Campaign Trail Although we’ve borrowed our title from Hunter S. Thompson’s book of essays on the 1972 presidential race, we’re here not to comment on Nixonian high jinks but on the closing days of the present contest. Fear and loathing…