TheLiveBigWay® Digest – Cyber Spring Cleaning

Three Questions to Ask Yourself When Saving for a Large Purchase

Saving for your next large purchase gives you an exciting goal to look forward to, although it isn’t always easy. Just like pursuing any goal, there are trade-offs to consider.  Unless you’re expecting to win tomorrow’s lottery, asking yourself these three questions can get you thinking about the aspects of a savings plan to help you achieve your goal.

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Cyber Spring Cleaning 

With six weeks to go until the first day of summer, there’s still time to complete your spring cleaning projects. A typical list of spring cleaning projects likely includes de-cluttering your living spaces and swapping your winter clothes for a summer variety. But when is the last time you “scrubbed” your digital life? Regular maintenance of your digital devices, profiles, and online identity is key to protecting yourself from the “dirt” of phishers and hackers. Today, we offer a cyber spring cleaning checklist to add to your remaining spring cleaning initiatives.

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Will We See You in Two Weeks?

RSVP today to reserve your seat at our special event at the Hyatt Regency in Tysons Corner, VA on Wednesday, May 17^th at 6:00pm. The event will be a social gathering featuring delightful hors d’oeuvres and tantalizing sweet treats, complimentary valet parking, mingling with the Yeske Buie team, and special guest speaker, Apollo Lupescu, PhD. Dr. Lupescu is Dimensional Fund Advisor’s most popular speaker and “Secretary of Explaining Stuff”. He will present at 7:00pm on The Evolution of Investing.  RSVP TODAY!

If you are not local to Northern Virginia but are interested in our event, please save the date for August 16th as we’re planning a similar event in San Francisco for our west coast locals.

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Expert Spotlight: Picking Policies to Meet Insurance Needs

At Yeske Buie, we believe that successful financial planning captures your life in a big-picture, holistic way. We do this in many ways including focusing on the Financial Planning process and engaging with your strategic partners – the accountants, attorneys, and insurance agents who prepare specific analyses that affect your financial plan. Kim Natovitz, an insurance associate with over 25 years of experience, is one of these strategic partners. In this post, Kim shares her expertise on the process and approach she takes as she helps her Clients pick policies to meet their insurance needs.

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Stay Connected with Us!

Our social media platforms are a great way to learn more about financial planning and the market, receive invitations to upcoming webinars and events, and see pictures of our team at local conferences and events. We’d love for you to connect with us on our social media pages by following us on Twitter, liking our Facebook page, or connecting with us on LinkedIn and feel free to share with us your thoughts and questions on these platforms.