We invite you to celebrate National Financial Literacy Month with the Yeske Buie team on Wednesday, April 18th as we host a 60-minute webinar to delve into the topic of financial literacy. During the webinar, we will share our passion for financial literacy and detail the tools and resources we extend to Clients to help facilitate important money conversations with loved ones. To join our virtual discussion, click this link and reserve your seat! We hope you will also share the gift of financial literacy by forwarding this message to any friends or colleagues who may find this session of interest.
You’re Invited – Financial Planning is Magic
Financial advice is helpful. Financial Planning is magic! We hope you and your guests will join the Yeske Buie team as we host a social gathering titled “Financial Planning is Magic”. The event will be held on Tuesday, May 15th at 5:00pm at the Tower Club Tysons Corner and will feature hors d’oeuvres and drinks, engaging conversation, and a dynamic discussion led by Elissa and Dave. You can register today by emailing Lauren Mireles or visiting our event site. More information will be posted on our website in the coming weeks so stay tuned. And don’t fret, West Coasters – we’ll be hosting a similar event in San Francisco this fall!
Tax Day 2018
Tax Day is less than two weeks away, Tuesday, April 17th, and marks the deadline for making a contribution to a Traditional or Rollover IRA, Roth IRA, Health Savings Account (HSA), SEP-IRA or Solo 401(k). If you file an extension, then the latter two can receive contributions until October 15th. Shortly after Tax Day, we will send an email request to ask for a copy of your completed 2017 return, as we do every year. The information provided in your tax return helps us to best serve you throughout the year as we perform tax related analysis. If your return is completed in advance of the deadline, feel free to send the documents to us using any of the methods described here.
At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.