TheLiveBigWay® Digest: Planning with a Twist

TheLiveBigWay® Digest: Planning with a Twist

Year-End Tax Planning with a Twist

Tax Planning text on Note pad

As we do each year, we are in the process of completing full year-end tax planning reviews for our Clients. In addition to our standard review, we are also considering the impacts of the changes made this year in response to the pandemic, as well as potential changes on the tax horizon from President-Elect Joe Biden. Continue reading for an in-depth review of the work we’re doing for you.

Numbers to Know Next Year

Although 2020 has been anything but normal, there are some normal numbers updates we confirm around this time each year. Those numbers include things like maximum IRA contribution amounts, catch-up contributions, Social Security increases, and more. Read on to see the updated numbers you can plan for in 2021.

Yeske Buie in the Media: Focused Care and Energy

Woman working with documents sitting at desk in office.

The November 30th issue of InvestmentNews was called The Women’s Issue, and featured dozens of stories that recognized, celebrated, and shared insights from women in financial planning. The 2019 winner of the Alexandra Armstrong Lifetime Achievement Award, Elissa Buie was invited to write a guest blog to be included in the issue. Read on for Elissa’s thoughts and wisdom on the topic of focused care and energy.

10 Safe Ways to Live Big® This Holiday Season

At Yeske Buie, we take pride in helping you live your best Live Big life, and this holiday season – albeit its differences – is no exception. This year, the pandemic requires us to put extra thought into our holiday plans to ensure that we keep ourselves and our loved ones safe. In this space, we share ten ideas to safely navigate your holiday traditions this season.

Respiratory protective mask in the middle of Christmas decoration. Wooden Table, Christmas balls and garland. Daylight.

‘Tis the Season for Holiday Giving

Toy Drive Promotion

Give Big is a core value at Yeske Buie, and while we have year-round giving initiatives, we are particularly inspired to give during the holiday season. For the past few years, Yeske Buie’s leaders have invited the team to select a handful of toys to be donated to local charities. We are grateful to be able to make a donation again this year, and share photos and quotes from this special giving tradition.