TheLiveBigWay® Digest: Ghostly Greetings

Our ancestors were once afraid of predators and “things that go bump in the night.” Today, while those fears have mostly been relegated to books and movies, they have been supplanted by other, real threats to our wellbeing, many of which are financial in nature. Financial fears are far too common, and developing a plan to face those fears is paramount. Continue reading for resources to help you face these fears head on.

When Halloween comes around, you may find yourself watching one of the many “reality” TV shows centered on hunting down supernatural influences. Whether or not you believe in the supernatural, one could argue that there is a tangible way for those who have passed to have an influence on the world of the living. Put away your proton pack; we’re not busting any ghosts here, we’re talking about estate planning.

Back by popular demand, we’re excited to host a virtual holiday party again this year to connect with the Yeske Buie community and spread some holiday cheer! The event will be hosted on Thursday, December 9 from 3 – 5pm PT | 6 – 8pm ET via Zoom and will include connection with the Yeske Buie team, interactive small group discussions and activities, and a complimentary drink kit from Cocktail Courier (it is a party, after all!). Visit our event page to RSVP today!

We recently came across a series of short videos produced by Zachery Dereniowski, a former medical student who’s passionate about raising mental health awareness, spreading kindness, and inspiring others to be the best versions of themselves. In one of Zachery’s current initiatives, he models public displays of kindness towards those who may be struggling. Zachery’s compassion and humanity keep us feeling deeply hopeful and inspire us to be authentic, vulnerable, and advocates of non-judgmental love. We hope the videos below do the same for you.

With the final 2020 tax filing deadline in the rear-view mirror, we are writing to request that you send us a copy of your final tax returns. Having this information on hand is important for us to provide accurate tax-related advice through the rest of the year including analyzing Roth conversions, updating retirement capital projections, calculating tax projections, and tracking tax data that can impact investment decisions. Please send us the document using one of the secure methods described here.