TheLiveBigWay® Digest: Don’t Be Fooled

TheLiveBigWay® Digest: Don’t Be Fooled

Don’t Be Fooled by Debt

Piggy Bank with Money

Debt is a scary word. For many Americans it’s practically taboo. And for good reason: according to NerdWallet, the average debt in American households in 2020 was about $145,000. While there is reason to be cautious, debt can also be an effective resource on one’s financial journey. In this piece, we explore various types of debt and how to reframe debt as a tool instead of a threat.

Outsmart the Scams and Shams

A few years ago, we wrote about the rise of imposter scams reported by the Federal Trade Commission. Revisiting this piece today, we’re struck by two things: many of the best practices on information security remain true, but the nature of the scams has been ever evolving. Check out this interactive fraud dashboard to help ensure you’re up to date on how to outsmart the most common scams and shams.

SCAM CONCEPT

Compliance: It’s More Than a Mandate, It’s a Mindset

Compliance

Compliance rules. They’re not the most romantic subject, but they are important. In our profession, compliance rules exist to protect Clients – a purpose we whole-heartedly support. Later this month, you’ll receive an email from our Chief Compliance Officer, Elissa Buie, providing you with our updated compliance documents. In anticipation of this annual communication, we thought we’d share more about Yeske Buie’s compliance program and how it serves our Clients. Read on.

Join Us Live!

We live in a different world than we did just a year ago, and if there’s one thing that we’ve learned over the years, it’s that seasons of change can bring about lots of questions. Join us on Tuesday, April 20th at 11am PT | 2pm ET for a live panel discussion where we’ll answer your investment and financial planning questions and explore A Global Pandemic: One Year Later. Register today!

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2021 Tax Filing Season

It’s tax season! Here’s a few things to keep in mind as you prepare your taxes for the 2020 tax year: