TheLiveBigWay® Digest: Pandemic, Politics, and Pocketbooks

Although it was expected much sooner, a new stimulus bill was signed into law on December 27, 2020. Amongst the thousands of pages of text are quite a few provisions that may impact our Clients, so we’ve read up on the provisions (from trusted experts, not the entire 5,593 pages!) and have compiled a summary for you – continue reading to learn more.

When looking to utilize the equity in your home, there are two types of home equity loans to choose from. While similar, the two options have different advantages depending on your financial goals and needs. We share our thoughts about these loans in this piece. And if you’d like to read another perspective, check out this piece on NextAdvisor which quotes Partner and Senior Financial Planner, Yusuf Abugideiri.

Other than for certain tax purposes, December 31 is usually an artificial dividing line in our lives. Not much changed between December 31 and January 1, but with many political and societal issues on the forefront early this year, there are real pocketbook issues at stake. Join us for a presentation on Wednesday, January 27 where we we’ll dive into these issues more deeply – register today!

It is a privilege to share that once again, AdvisoryHQ has recognized Yeske Buie as a Top Financial Advisory Firm in the San Francisco Bay. This ranking feels particularly special as AdvisoryHQ goes beyond analyzing a firm’s quantitative figures; they also consider a more reflective view of the firm’s qualitative elements. Read on to see what key factors gave Yeske Buie high scores on AdvisoryHQ’s ranking.

The New Year traditionally affords an opportunity to explore new habits like getting healthier, saving money, taking more time for yourself, learning a new skill, finding another job, and more. For those still looking for inspiration for their resolutions this year, we share a few ideas for new habits that you can implement to make lasting changes in your financial life.