TheLiveBigWay® Digest – A Practical Approach

When life happens, the financial aspects of figuring out what to do next can make taking that next step an overwhelming task. Using policies to manage cash flow on an ongoing basis removes the budgetary uncertainties and clarifies the financial ripple effects of a given alternative, helping our Clients make decisions using the constraint that matters most: their values. Read on to learn how Yeske Buie uses grounded policies when creating financial plans for our Clients.

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The 411 on 2FA

Visualize your typical morning routine. It’s likely that before 10:00am, you’ve logged into at least a dozen different online accounts including social media accounts, online bank accounts, retail sites and more. With the growing number of websites with whom we share our personal information, it is vital to take extra caution in keeping your personal information safe. Two factor authentication – commonly referred to as 2FA – can drastically reduce the risk of online identity theft by requiring two means of identification to access an online account. Learn more about the benefits of 2FA and how you can set-up two factor authentication on your personal accounts.

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Dimensional Stories: Our Interests Are Aligned

The financial world is currently abuzz over the Department of Labor’s new ruling to broaden the definition of fiduciary investment advice. Around this time last year, we shared how and why Elissa and Dave have been promoting the fiduciary standard as this issue has been near and dear to Yeske Buie for many years. It is important to us that our philosophy regarding investments and Client service is congruent to that of our strategic partners including Dimensional Fund Advisors. In this two minute video, we find particular congruence in the approach of the two firms as Nobel Laureate Robert Merton describes the fundamental importance of having aligned incentives.

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Where in the World is the Live Big^® Glass?

Our most recent additions to the Live Big glass gallery channel three of the classical elements – Earth, Wind, and Water – and add new states and countries to our maps. While each of the new pictures are quite different, they all highlight activities that the individuals feel help them Live Big. If you have a picture you’d like to share with us, please feel free to email Lauren@YeBu.com and we will be happy to add your photo to the gallery.

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Tax Day Reminder

This year, you have a few extra days to file your 2015 Federal and State tax returns as Tax Day 2016 falls on April 18^th. Why the delayed date, you may ask? You can thank Washington, D.C. for the extra three days. Washington, D.C. recognizes Emancipation Day as a government holiday which is typically observed on April 16th. This year, however, April 16th falls on a Saturday, so the holiday will be observed  on Friday, April 15^th. Because government offices will be closed April 15^th, Tax Day is moved to Monday, April 18th.

As we do every year, we will be sending emails to request 2015 Federal and State tax returns from Clients shortly after April 18^th to help us better serve our Clients throughout the year. If you already have  a copy of your tax return, you may send the document to us using any of the methods described here.