TheLiveBigWay® Digest: Serving You

Although only sworn into office two days ago, President Biden’s work and planning as POTUS began long before that. Last week, Biden proposed the American Rescue Plan, a $1.9 trillion relief program designed to help fight against the COVID-19 pandemic and the resulting economic crisis in our country. Read on to learn more about the goals and details of his proposed stimulus.

While Required Minimum Distributions (RMDs) were eliminated in 2020, they are proceeding as usual again this year, and the Yeske Buie team is hard at work analyzing the best course of action for applicable Clients. In this piece, we share more about the ‘what’ and ‘why’ of RMDs and how Yeske Buie will assist you with the ‘when’ and ‘how’.

We are proud to share that Lauren Stansell, CFP^® will serve as the 2021 President of the Financial Planning Association^® of San Francisco. Lauren is fit to excel at this position; her responsibilities as President are not unlike her responsibilities at Yeske Buie where she has been building meaningful relationships with Clients for eight years. Continue reading for more about Lauren’s new role and her history with FPA.

Yeske Buie is pleased to share that two Partners of the firm, Elissa Buie, CFP^® and Yusuf Abugideiri, CFP^®, have been named as Top Financial Advisers by Washingtonian Magazine. Both powerhouse CFPs have received this honor in past years and agree that being recognized by your peers – as is the case with this recognition – feels particularly rewarding. Congratulations, Elissa and Yusuf!

We will be kicking off the year by hosting a live webinar where we’ll share our thoughts on the year just ended and the year that lies ahead. And with the unprecedented events of 2020 and the tumultuous start to 2021, there’s no shortage of topics to discuss. We hope you will join us next Wednesday, January 27 at 11:30am PT | 2:30pm ET – register today!