TheLiveBigWay® Digest: On the Rise
Go for Gold with a Budget
Team USA fans have had a lot to celebrate over the past few years, most recently the women’s national soccer team’s gold medal win against the Netherlands in the 2019 FIFA Women’s World Cup tournament. From our world-class athletes to our elite economy, the United States is often considered a world powerhouse. Yet when it comes to personal savings, the U.S could do much better! So, what is the solution? Read on to learn how creating a budget may help solve your savings dilemma and alleviate financial stress.
‘Smishing’ Scam on the Rise
While you’re likely familiar with the term ‘phishing’, have you heard of the term ‘smishing’? Smishing refers to a phishing attempt initiated via text message. In a smishing scam, individuals receive a fraudulent text message from what appears to be a legitimate source (such as a bank) to lure someone into sharing their account credentials or other personal information. This type of scam has become increasingly popular, and we’ve learned that there is a current smishing scam pretending to be Schwab Bank. Read on to learn more about this scam.
An Invitation to Our San Francisco Event
The Yeske Buie story is a compilation of extraordinary relationships from its past and present, with a pledge to continue the story in the future. Regardless of whether our relationship has spanned two months or twenty years, we consider every moment together to be an opportunity to elevate our connection, and we hope to have another opportunity to do so on Tuesday, August 13th from 5:00 – 8:00pm at the University Club of San Francisco for a celebration of your past, present, and future with Yeske Buie. RSVP today!
Meet the Team: Jack Petras
Last time in this space, we began our introductions for our sixth class of Financial Planning Residents. Today, we would like to extend a warm welcome to Jack Petras, who joined our team in San Francisco as a Financial Planning Resident. Jack recently graduated from the University of Illinois and looks forward to working with our Clients to assist them in reaching their Live Big® goals in any way he can. Get to know Jack in this edition of Meet the Team.
Where in the World is the Live Big® Glass?
While some may interpret Live Big to mean live large or spend big, to us, Live Big means living and pursuing whatever limitless vision you have for your life. As financial planners, we have the true privilege of being invited into these uniquely personal visions, and one of the ways we enjoy celebrating them is via our Live Big glass photo gallery. Take a few minutes to reflect and appreciate the nearly 100 different manifestations of a Live Big life, and send us your photos to continue growing the gallery.