With Valentine’s Day weekend upon us, we share a few ideas for how you can make “money talk” a constructive part of your relationship. When planning a date night or weekend getaway, few people think to make a discussion of finances part of the event. However, with money frequently cited as one of the top relationship stressors, allocating time to have financial conversations with your sweetheart is a worthwhile endeavor. Here, we share five ways to have financial conversations with your sweetheart. And, as we recognize that approaching these conversations can be difficult, we offer a piece from Dr. Gary Chapman about “The 5 Love Languages”. Gary identifies five categories to highlight how people understand and give love, and while we need all the love languages, there is usually one that really speaks to each of us. Ultimately, we hope you use this Valentine’s Day as a reminder that love and money can go well together!
While Yeske Buie posts quarterly tax reports to your Client Private Page® for taxable accounts, these reports are for planning purposes only. To complete your 2014 tax return, please refer to your Schwab 1099 for dividends, interest, and capital gains in your taxable account(s), as well as any distributions from your IRA(s). As required by the IRS, Schwab will send 1099s in the mail and post them to your Schwab account between the end of January and mid-February. If you use the Schwab Alliance website, here are instructions for accessing your 1099 electronically. If you have lost your paper copy or are having difficulties accessing the forms online, please do not hesitate to contact us and we will be happy to assist you.
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.