While the celebration of one’s 50th birthday may include unwanted over the hill gifts, one “gift” that you can look forward to receiving is the eligibility for catch-up contributions to your retirement accounts. We recommend that you take advantage of this ability and contribute the maximum, including the catch-up, wherever possible. As part of our processes at Yeske Buie, we review all eligible Clients and we will contact you individually if this recommendation applies to you. For more information regarding your retirement accounts, we encourage you to read How Well Do You Know Your 401(k) Plan? and Brushing Up on the Facts: Roths IRAs.
Yeske Buie’s Staff Retreat: Storytelling, Visioning, and Focusing
Just before the Thanksgiving Holiday, the entire Yeske Buie team came together in San Francisco for an inspiring staff retreat. While the retreat serves as a great opportunity to step away from the day to day office routine, the team spends each day working on various exercises related to personal, professional, and company growth. The themes of this year’s retreat included storytelling, focusing on “just one thing”, and visioning for the firm. Powerful learnings and appreciations were had by the entire team during this retreat, and we share quotes and pictures highlighting the most impactful moments.
An Accomplishment Deserving Acknowledgment
Yeske Buie would like to recognize Zachary Bennedsen for his recent success in passing the CFP® Exam! Zach dedicated hundreds of hours to studying for the exam, beginning his preparation in August and supplementing his book work with an intensive live review course in October. After having some time to reflect on his success, Zach said, “It feels great to have the weight of studying off my shoulders, and I am excited to have reached this milestone”. Read on to learn about what it takes to earn the CFP® Certification and what milestones Zach will be pursuing next.
Tis the Season: Light of Gold
Beginning last year, Elissa and Dave became involved with Cappella SF, an exceptional a cappella group founded and directed by Ragnar Bohlin, Emmy award winning director of the San Francisco Symphony Chorus. We recognize that by no means does everyone celebrate the Christmas Holiday, but with admiration for their talent, Yeske Buie sponsored Capella SF’s first holiday CD last year, “Light of Gold: Cappella SF Christmas”, which features Christmas songs from around the world and across the centuries.
To anyone who is interested, we would like to offer you a copy of this CD; simply email Lauren@YeBu.com and she will promptly ship a CD to your home. This link to a sample of Light of Gold will give you a taste of what this CD has in store for you. And, for those of you still have their copy of the CD from last year, we hope you will enjoy the music again this season, and feel free to ask us for a copy for a friend or family member. Happy Holidays!
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.