Planning for the ever increasing education costs is a topic we frequently discuss with our Clients; it can be tricky to decide when and how to start saving because of the unknown factors that make estimating college costs challenging. In honor of National 529 College Savings Plan Day on May 29th, we thought it would be an excellent time to revisit the topic and share our thoughts on the best available plans:
Saving for Competing Desires: We explore considerations related to the decision to contribute your child’s education fund vs. your retirement fund.
Thank You for Joining Our Magical Event
Earlier this week, the Yeske Buie team had the pleasure of hosting our Clients, Centers of Influence, and Friends to an event in Tysons, Virginia. The event included insightful conversations, tasty appetizers, a message of appreciation from Elissa and Dave, and a lot of laughs. We hope our guests enjoyed the evening as much as we did! And mark your calendars, west coast friends and colleagues – we’ll be hosting a similar event in San Francisco on September 12th. For now, we hope you enjoy revisiting this week’s event via the gallery of photos on our website.
Tax Return Request
If you haven’t done so already, we would like to remind you to please send us a copy of your 2017 Federal and State Tax Returns to help us better serve you throughout the year. We are best able to perform tax related analysis with your most current tax return. Exactly how the information is used varies from Client to Client but may include analyzing Roth conversions, updating retirement capital projections, calculating tax projections, and tracking tax data that can impact investment decisions. You may send the documents to us using any of the secure methods described here.
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.