TheLiveBigWay® Digest: Personal Finance 101

TheLiveBigWay® Digest: Personal Finance 101

How It Works: Social Security

Social Security cards with US capitol, money and Coronavirus image

Googling ‘Social Security’ will turn up dozens of resources on the rules of the program and strategies for maximizing your benefits. There simply don’t seem to be enough resources, however, that explain how Social Security actually works when you’re ready to receive your benefits. When do you apply? Do you call someone? Is there an online application? Is there paperwork? This piece is intended to be an informative guide to the mechanics of Social Security.

June Tips and To Dos

Excited to welcome in the summer season? So are we! For this month’s tips and to-dos, we share tips and to-dos that we hope reflect an appropriate balance of a work hard, play hard mentality. We reflect on the first half of the year, think about making the most of the second half of 2022, and have some fun with movie magic.

Calendar page close up on office desk

Whoa, We’re Halfway There

While it sometimes feels hard to believe, we’re halfway through 2022! How are your spending habits this year? How’s your emergency fund? Use the mid-year milestone as a reminder to check in on both.

Sun with beautiful beams in the blue sky with some clouds

Have Some Extra Time?

The summer solstice doesn’t actually add more time to the day, but the additional daylight can make it feel like so. Use this “extra time” to your advantage: sign up for identity protection or review your credit score.

Money Making Movie Industry

Money Movie Magic

What’s your favorite movie? Got it? Now think about the characters, the plot, etc. Just like in life, money is everywhere in the cinematic universe. Can you identify a money connection to your favorite movie?

We Want to Hear From You!  

Mark your calendars and join Yeske Buie’s resident economists, Dr. Dave Yeske and Yusuf Abugideiri, on Wednesday, July 6th at 11am PT | 2pm ET for our third live webinar of 2022! Dr. Dave and Yusuf will be covering the events of the last few months and the effects they’ve had on the markets and the economy. Please connect with us to share the topics you’d like to learn about and questions you have for Dr. Dave and Yusuf.

Live Webinar Concept Crossword - 3D Rendering

Meet the Team: Claudia Bruce

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Yeske Buie is excited to extend a warm welcome to Claudia Bruce, the newest member of our team! Claudia will be joining Yeske Buie for Summer 2022 as a Financial Planning Intern in our Virginia office! A rising Senior, Claudia will be mentored by one of our former interns and current Assistant Financial Planner, Kacie Fawls. Learn more about how Claudia will be assisting our Financial Planners and more about her interests outside of the office!

Ask Us Anything

Whether or not you believe that opposites attract, it’s not uncommon to find yourself in a committed relationship with a partner who holds different views than your own – and that’s okay! Money conversations can be tricky under any circumstances, and friction between you and your honey can add to the complexity. If this resonates with you, check out our answer to today’s Ask Us Anything question for guidance from one of our team members who experiences this trickiness himself.

money trouble