TheLiveBigWay® Digest: Mitigating Risk
TheLiveBigWay® Financial Planning Process
As we shared in this space last week, the Discovery Process is the first step in Yeske Buie’s financial planning process once we’ve decided to work together – but it certainly doesn’t end there! Discovery is a vital and ongoing part of our work together, and as we prepare your financial plan, we dive into two realms of financial planning: the financial hygiene realm and the aspirational realm. Read on to learn more.
The Financial Aftermath of a Natural Disaster
From fires to heatwaves to hurricanes, natural disasters have significant physical, emotional, and financial impacts on thousands of lives every year. Our thoughts are with all of those who have been affected by these storms, including those recently hit by Hurricane Dorian. For those faced with the financial aftermath of one of these natural disasters, we’ve collected tips from victims of prior storms, those in the insurance industry, and fellow financial advisors on what to do next – read on for their recommendations.
Recession Risk Viewed Through Three Lenses
Yesterday, we hosted a live webinar where we shared our take on the predictions for an economic recession, and the implications of a recession viewed through three lenses. A recording of the webinar is now available on our website. We hope that you will share this link via email, social media, or otherwise with anyone who may find the information valuable, and we look forward to connecting with you via a webinar in the future!
Impactful Takeaways from Far West Round Up
As is Yeske Buie tradition, the Yeske Buie Financial Planning Team once again attended the FPA Far West Roundup conference in Santa Cruz, California. Over the long weekend, the team participated in nine class sessions in addition to a powerful opening discussion. Each of the sessions sparked dialogues that continue in the Yeske Buie offices today as they offered deep insights and encouraged us to challenge our assumptions. Today, we share a summary of each discussion and highlight key takeaways from our time at Far West.
Protecting Your Online Identity
Since 2014, the Yeske Buie team has been personally using and recommending IdentityForce for their identity theft protection services. With an IdentityForce account, you receive constant identity and credit report monitoring, instant alerts on suspicious activity, reports of all your personal information that is made public on the internet, anti-keylogging and anti-phishing software to protect you against malware and phishing sites, and more. IdentityForce has also introduced Social Media Identity Monitoring as part of their service offering, now available at no additional charge. Learn more about our partnership with IdentityForce which includes a 30% discount for Yeske Buie Clients.