At Yeske Buie, we believe that money doesn’t buy a successful life, but an understanding of money is crucial to one. With financial literacy being a widely under-taught subject, the responsibility of teaching children and young adults about financial basics falls on families. To alleviate some of this pressure, we’ve put together a financial literacy program to help educate and facilitate conversations about money and finance. Additionally, the topic of financial literacy will be the crux of our next live webinar on Wednesday, April 18th at 11:00am PT / 2:00pm ET. We’ll be sharing more details about the webinar in upcoming emails and Digests but you can “reserve” your virtual seat today using this link.
Meet the Team: Karen Simons
Yeske Buie is honored to have been invited to join a pilot program sponsored by the CFP Board and iRelaunch called the Financial Planner Re-Entry Initiative. The goal of the initiative is to connect firms in the financial planning profession with experienced professionals seeking to re-enter the workforce after a career break. A cohort of five financial planning firms include Yeske Buie have been meeting throughout the year to share ideas and experiences for hosting a return-to-work intern. At this time, we are very pleased to welcome our first Financial Planning Re-Intern, Karen Simons. Learn more about Karen’s experience and how she approaches financial planning work.
Where in the World is the Live Big® Glass?
Our Live Big glass continues to make appearances around the country and around the world as our Clients, family, friends, and staff Live Big at home and abroad. Photos of the glass have been captured in 24 states and 27 different countries! Our most recent photos were taken in Madrid, Spain with picturesque views of the city overlooking the Gran Via. Check out these photos and more in our Live Big glass photo gallery. If you would like to submit a picture or a request to receive your own Live Big glass, please do not hesitate to email Lauren@YeBu.com.
Corrected 1099 Forms
As we expected, Schwab has released corrections to the original 1099 forms that were released in February. These corrected forms have been posted to the Statements and Reports tab of your Schwab Alliance account. Step-by-step instructions for accessing the online forms can be found here. If you have any trouble at all accessing your forms, please don’t hesitate to give us a call so we can help. It is possible that there will be additional corrections issued throughout the month. Schwab will email you if/when those forms are available. As we’ve said before, we suggest that you meet with your tax preparer as scheduled; do not delay your meeting as you wait to see if there will be corrected forms.
At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.