TheLiveBigWay® Digest: Autumnal Adjustments

TheLiveBigWay® Digest: Autumnal Adjustments

Financial Planning’s Mission During Life Transitions

Autumn Maple leaf transition

As summer slides into fall, signs of the changing seasons can be seen across the country and remind us of the rhythm of life’s changes. As financial planners, we are in a unique and privileged position to share in the rhythmic changes of our Clients’ lives. In fact, it is during periods of transition that financial planning takes on new meaning. Learn more about Yeske Buie’s role during times of transition and the resources we share with our Clients to help them navigate life’s changes.

FAFSA: Keep Calm and File On

With the first day of fall behind us, the back-to-school hype has dwindled and students are settling into a new year of classes. For high school seniors and their parents, however, a new hype is upon them: the college application process. And while there are number of important steps in this process, securing financial aid is one of great concern for many families. Read on for more on the FAFSA application process.


Use It, Don’t Lose It

Flexible spending account FSA written on a wooden cubes.

At many workplaces, December 31 is the deadline to use (or else lose) any funds you contributed to your healthcare flexible spending account (FSA) throughout the year. A healthcare FSA is an employer-provided benefit that allows you to contribute pre-tax dollars to pay for eligible medical, dental, and vision care expenses that your insurance plan may not cover. Today, we share a reminder to be mindful of your plan’s use it or lose it deadline, and additional details about these kinds of plans.

“Own IT. Secure IT. Protect IT.”

October is National Cybersecurity Awareness Month (NCSAM). According to the Department of Homeland Security’s website, NCSAM is a collaborative effort between government and industry to raise awareness about the importance of cybersecurity and to ensure that all Americans have the resources they need to be safer and more secure online. This year’s overarching message – Own IT. Secure IT. Protect IT. – will focus on key areas including citizen privacy, consumer devices, and e-commerce security. Check out NCSAM’s 2019 toolkit for guides, games and more, and for resources from Yeske Buie, check out our archive of cybersecurity posts.

2018 Tax Reminder

A clock with tax time sticky note and calculator on the desk

There are less than two weeks left to file your 2018 tax returns with the final deadline for extended individual tax returns coming up on October 15th. Please don’t hesitate to contact us for any documentation you need to complete your returns. Once finalized, we would like to kindly request that you send us a copy of your 2018 federal and state returns to help us better serve you through the remainder of the year. You may send the documents to us using any of the secure methods described here.