TheLiveBigWay® Digest – An Atypical Retirement

Remembering Gene Wilder 

When a celebrity’s retirement or estate plan is discussed posthumously, it usually tells a cautionary tale about the consequences of poor financial and estate planning. We tend to use these stories to emphasize the importance of planning (even for celebrities who seem to “have it all”). This isn’t the case for the iconic actor and comedian, Gene Wilder, who recently passed away at 83 after his struggle with Alzheimer’s. In remembering his legacy, we learn that even non-celebrities have a lot in common with Wilder’s retirement.

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Short Take: Do The Markets Fear Trump?

Many are predicting a rough time in the markets if Donald Trump is elected president. For instance, UMich economist Justin Wolfers published a piece in the New York Times where he predicted that stock markets would fall 10% – 12% if Donald Trump is elected. As a result of these predictions, trepidation is running high and we’ve received a lot of calls and emails from clients asking, “what if . . .” Read on for Dave’s answer to the question, “Do the markets really fear Trump?

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Yeske Buie in the Media: Investor’s Business Daily Interviews Elissa Buie

Recently, Elissa talked with a reporter from Investor’s Business Daily, Morey Stettner, for an article focused on the lifecycle of a financial planning firm. Elissa shared experiences including starting her own firm, important decisions she’s had to make, and other insights related to her experience building Yeske Buie. Today, we feature the interview between Elissa and Morey to share with you pieces from Elissa’s journey over her remarkable 33-year career.

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Save the Date: Open House in San Francisco

We hope you will join the Yeske Buie Team from both offices for our Open House in San Francisco, CA on Thursday, November 17^th from 4:30 – 6:30pm. The Open House will feature several of Elissa and Dave’s favorite wines, live music by a professional cellist, and delicious appetizers and sweet treats. Stay tuned to future Digests for the full menu and more and feel free to email Cristin Etheredge your RSVP.

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Tax Return Request

With the majority of extension deadlines passed, we would like to remind you to please send us a copy of your 2015 Federal and State returns to help us better serve you throughout the remainder of the year. We are best able to perform tax related analysis with your most current tax return. If you are unable to send the entire document due to its length, please send the 1040 and all schedules. You may send us the documents using one of these secure methods.