TheLiveBigWay® Digest – Bucks and Benefits

TheLiveBigWay® Digest – Bucks and Benefits

Market Note: Dow 20,000

The Dow closed above 20,000 for the first time on Wednesday, repeating the feat the following day. There are headlines any time the Dow crosses a 1,000 mark and that’s especially true of this latest milestone. Here’s our take.

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Will the Trump Administration be GREAT for Your Finances?

Last week, we hosted a live webinar where we offered our thoughts on the changes we expect in the coming year, how to strategically position yourself for these changes, and suggestions for cutting through the noise and focusing on the things that matter. In case you missed the webinar or if you want to hear it again, a recording is available on our website. We will be hosting several live webinars throughout the year so stay tuned to future editions of the Digest for more details!

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  Weighing Bucks and Benefits

Career related New Year’s Resolutions are among the most popular goals each year. Whether it be snagging that promotion, expanding your network, or landing a new job, there are many ways to aim to strengthen your career in 2017. Should you find yourself presented with a new job offer, there are, of course, a number of factors to consider before making a change including the pieces of the offer that do not come in the form of money. Today we offer our thoughts on the considerations you should keep in mind when weighing the bucks and benefits of your new job offer.

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Where in the World is the Live Big® Glass?

wwlbg-compressedWe are pleased to see that our Clients and friends are starting off the new year living big with their Live Big glass in hand. We have received several new photos highlighting a trip to Kenya and a honeymoon to the Southern Caribbean paradise. We hope you enjoy viewing our Live Big glass gallery including these new additions. If you have a picture showing how you Live Big with your glass, please feel free to send it to Lauren@YeBu.com and we will be sure it is added to the collection.

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Tis the Season: Tax Season, That Is

As you begin collecting your tax documents to prepare your 2016 returns, we’d like to offer a few notes about tax information for your Yeske Buie accounts. On the Tax Reports page of your Client Private Page®, you will find reports for your taxable accounts (for planning purposes only) and transaction reports for your IRA(s). To complete your tax return, please refer to your Schwab 1099 for dividends, interest, and capital gains in your taxable account(s), and your 1099-R for any distributions from your IRA(s). Schwab has begun issuing 1099-Rs for IRAs and will continue to do so throughout the month. They will send 1099s for your taxable accounts in mid to late-February. We will continue to update you in this space about when you can expect to receive the 1099s and possible corrections to the original 1099 you receive.

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