TheLiveBigWay® Digest – Financial Independence

Have You Reviewed Your Earnings Record?

Social Security is a topic that starts to come into conversation as retirement approaches – When can I start to receive benefits? How much will my benefit be? What about my spouse’s benefit? In addition to discussing and reviewing the options, there are other questions to consider and review prior to that time period. One review you may not instinctively think about is checking to see if your past Social Security earnings have been reported correctly. Read on to learn how you can (simply) check your earnings record and why it matters…

Finding Financial Independence

With the July 4th weekend 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.

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Bigger Bang for Your Buck

Despite the title, we’re not writing to offer our suggestions on where you may find the best fireworks show this upcoming holiday weekend! Rather, we’re writing to bring your attention to a recent negotiation between Yeske Buie and Schwab that will save you money. Effective this past May, Schwab agreed to lower the trading fees in all of our Clients’ accounts to a flat rate of $20 – previously, the fee was between $25 – $50 based on the amount of the trade. While the previous fees were competitive, it is our goal to minimize all expenses for our Clients to allow your portfolios the best opportunity to grow. This change aligns with this goal and we will continue to be on the lookout for similar opportunities in the future.

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Yeske Buie’s Internship Program: Good for the Company and the Intern

Yeske Buie believes in supporting and fostering education and ingenuity of our youth. Because of that strong belief, we have a very vibrant internship program in both of our offices. Interns bring novel perspectives, fresh ideas, and specialized strengths and skill sets – all while augmenting our firm’s capacity. But what exactly do Yeske Buie interns do? How does a robust internship program help Yeske Buie? How do interns impact your experience as a Client? Learn the answers to these questions and more as we reveal why we are passionate about our internship program and why we believe it provides a multitude of benefits to all involved.

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Register Now for Our Special Event

Clients, colleagues, friends, and family of Yeske Buie are cordially invited to join our team for a special event at the Park Central Hotel in San Francisco on Wednesday, August 16th at 6:00pm. The event will be a social gathering featuring delicious hors d’oeuvres and drinks, complimentary valet parking, great conversation, and a special guest speaker, Apollo Lupescu, PhD of Yeske Buie’s strategic partner, Dimensional Fund Advisors. Dr. Lupescu, Dimensional’s most popular speaker and “Secretary of Explaining Stuff”, will present at 7:00pm on The Evolution of Investing. Click this link or email Lauren Mireles today to register.