TheLiveBigWay® Digest: Celebrating Independence
Freedom and Estate Planning
Estate planning is a deeply personal process through which we decide how we share our wealth and define our legacy. One of the expressions of these choices is the selection of a beneficiary. Common beneficiaries of an estate plan include spouses, children, or other family and friends. For an individual who would also like to include a charity as a beneficiary, utilizing a tool like a split-interest trust may be a strategy to consider. Read on to learn more.
Finding Financial Independence
With the July 4th holiday nearly upon us, it’s hard not to reflect on the qualities that have made the US unique (when not thinking about baseball, barbecues, and fireworks, that is). Most notably, of course, is our independence. When it comes to financial independence, however, it may not be as easy to reflect on the meaning or embodiment of the term. This ambiguity may be frustrating, but it also allows for individuals to define the term for themselves. Today, we share tools and resources to help you explore and reflect on your definition of financial independence.
Meet the Team: Ryan Kelly
This month, we have had the pleasure of welcoming two new members to our Financial Planning Team. One of those team members is Ryan Kelly, a recent graduate from the University of Georgia where he earned a Master’s of Science in Financial Planning. In the following interview, we connect with Ryan to learn more about his goals for the next three years as a Financial Planning Resident at Yeske Buie.
AdvisoryHQ Recognizes Yeske Buie
For the fourth year in a row, AdvisoryHQ has recognized Yeske Buie as one of the Top Financial Advisors in the SF Bay Area. The financial review and media company compiled the listing based on their 4-step objective methodology which ranks firms based on their fiduciary duty, independence, transparency, level of customized service, history of innovation, quality of services provided, team excellence, and wealth of experience. Read on to see what unique factors gave Yeske Buie high scores on AdvisoryHQ’s ranking.
Stay Connected with Us!
Social media has redefined how people interact, communicate and share with family, friends, and the world. To recognize its impact on global communication, Mashable, a digital media website, launched Social Media Day which is celebrated annually on June 30th. At Yeske Buie, we use our social media platforms to share information about financial planning and the market, invitations to upcoming webinars and events, and pictures of our team at local conferences and events. If you aren’t already connected with us, we’d love for you to follow us on Twitter, like our Facebook page, or connect with us on LinkedIn. We look forward to all the ways we can build our relationship with you – including via social media!