TheLiveBigWay® Digest – Nixing the Knowledge Gap

It is estimated that Social Security has 2,728 different rules and that there are more than 8,000 claiming strategies for married couples alone. As these staggering numbers suggest, Social Security is a complicated topic. As a result, there is often a knowledge gap for hopeful retirees which may have a bigger impact than they would believe to be true. Last week, AARP and the Financial Planning Association (FPA) released the results of a survey conducted to discover what pre-retirees do and don’t know about Social Security. In this piece, we share  various media outlets that have captured Dave’s thoughts on the issue as well as Yeske Buie’s process for helping our Clients determine the best claiming strategy for their needs.

TYPE

A Careful Review of Your Credit Report

Ready or not, the Holiday Season is just around the corner and ‘Tis the Season’ of giving and receiving. For some, however, tis simply the final Season of taking your personal information. During the holidays, you may be more susceptible to identity theft for a variety of reasons including increased use of your credit cards, more crowds that allow pickpockets to hide, and online shopping on ‘bargain’ sites you may not normally use. With that said, one way you can help keep yourself safe from the holiday grinches is to monitor your credit report regularly for early detection of identity fraud. Today, we offer tips and information on how to obtain, review, and correct your credit report so you have one less thing to worry about this holiday season.

TYPE

Give Big: Yeske Buie’s Efforts Continue to Impact Local Communities

As we’ve shared before, one of Yeske Buie’s defined core values is our desire to willingly and selflessly share our time, our intellect, and our resources. Accordingly, the team volunteers on a quarterly basis, at minimum, as part of our Give Big initiative to make a difference in our local communities. As time has passed, both teams have identified their favorite organizations on their respective coasts and the team’s most recent Give Big efforts took them back to these organizations: Food for Others in Virginia and SF-Marin Food Bank in San Francisco. We share pictures of our teams in action and provide more information about these special organizations.

TYPE

Yeske Buie Fall 2015 Open House in San Francisco

We hope you will join the Yeske Buie Team from both offices for our Open House in San Francisco on Thursday, October 29th from 4:30 – 6:30pm. This year’s event will feature several of Elissa and Dave’s favorite wines, a processional cellist, Yeske Buie Live Big wine glasses, and delicious appetizers and sweet treats from local company, JJardine. Read more about the featured wines, the menu, the entertainment and more! Please send your RSVP to Cristin@YeBu.com.

TYPE

Tax Planning and Deadlines

If you chose to file for an extension for your 2014 taxes, the deadline for completing your return is next Thursday, October 15th. We would appreciate receiving a copy of your 2014 Federal and State returns to help us better serve you throughout the rest of the year. Exactly how the information is used varies from Client to Client, but we are best able to perform tax related analysis with you most current tax return. You may send the document to us using any of the methods described here.