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TheLiveBigWay® Digest: Filling Your Free Time

Posted Apr. 16, 2020

Money Market Fund Focus As part of our strategy in managing the cash holdings in our Clients’ portfolios, Yeske Buie employs a handful of Money Market Funds (MMFs) and in volatile times like these, the role MMFs play in our Clients’ accounts comes sharply into...

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TheLiveBigWay® Digest: Stay Safe, Stay Home, Live Big

Posted Apr. 02, 2020

The CARES Act The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27th. This Act is a large stimulus package aiming to help ease the economic struggles caused by the coronavirus. Some of the most notable components of...

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The CARES Act

Posted Apr. 02, 2020

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27th. This Act is a large ($2 trillion) stimulus package aiming to help ease the economic struggles caused by the coronavirus and its effects on our citizens, communities, and...

Topics: Economy and Investing, Financial Planning

TheLiveBigWay® Digest: Coronavirus Kindness

Posted Mar. 19, 2020

Our Take on the Coronavirus First and foremost, we hope that you and your loved ones are staying safe and healthy, and we wish you peace and strength as we all work together to navigate the changing environment. Rest assured that we continue to closely...

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Checking in… and a hug

Posted Mar. 10, 2020

You are probably expecting one of Dave’s amazing “valium grams”. But today you get to hear from me. And I’m writing about anxiety. This Coronavirus situation is scary. I’m a bit scared. And I don’t know where it is going to go (“I’m not a...

Topics: Economy and Investing, Financial Planning

TheLiveBigWay® Digest: Prepare and Prevent

Posted Mar. 05, 2020

You Thought You Were Done? Maintaining Your Estate Plan How often do you think about your estate plan? Most people think that once the process of creating an estate plan is done, the plan can simply sit. Guardians are assigned, beneficiaries designated, power of attorney...

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You Thought You Were Done? Maintaining Your Estate Plan

Posted Mar. 05, 2020

How often do you think about your estate plan? The answer is probably not very often. Most people think that once the process of creating an estate plan is done, the plan can simply sit; they thought it through at the time and put it...

Topics: Financial Planning

TheLiveBigWay® Digest: More Secure

Posted Feb. 20, 2020

The SECURE Act As you may have read, the SECURE Act was signed into law late last year and consists of tax law changes that will affect all of us. The biggest changes impacting financial planning decisions include the delayed beginning age for Required Minimum...

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The SECURE Act

Posted Feb. 20, 2020

The SECURE Act, or the Setting Every Community Up for Retirement Enhancement (SECURE) Act, was signed into law on Friday, December 20, 2019, attached to a year-end appropriations bill. While the changes may not be as wide-spread as the Tax Cut and Jobs Act (TCJA)...

Topics: Financial Planning

TheLiveBigWay® Digest: What’s the Difference?

Posted Feb. 05, 2020

FSA vs. HSA: What's the Difference? Health care costs - premiums, deductibles, and copays – can be unpredictable and add up quickly. As such, it’s important to have an effective health care plan in place. The IRS offers two tremendous strategies that can be taken...

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TheLiveBigWay® Digest: Filling Your Free Time

TheLiveBigWay® Digest: Stay Safe, Stay Home, Live Big

The CARES Act

TheLiveBigWay® Digest: Coronavirus Kindness

Checking in… and a hug

TheLiveBigWay® Digest: Prepare and Prevent

You Thought You Were Done? Maintaining Your Estate Plan

TheLiveBigWay® Digest: More Secure

The SECURE Act

TheLiveBigWay® Digest: What’s the Difference?

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