Financial Literacy is defined as the ability to understand how to earn, manage, invest, and donate money. At Yeske Buie, we believe that it can never be too early – or too late! – to learn financial literacy skills. In recognition of Financial Literacy month, we share a few of our favorite resources with the hope of educating and empowering you and your loved ones with a foundation for financial success:
Yeske Buie’s Financial Literacy Program: From our Money Savvy Piggy bank to “Generation Earn”, Yeske Buie shares tools with our Clients to facilitate financial conversations with children and young adults.
A Jewel of Financial Tools: The Consumer Financial Protection Bureau’s website offers a variety of reliable guides and worksheets for education on paying for college, getting an auto loan, mortgages, and more.
Yeske Buie Resources: Our archive of financial planning-related posts shares easy-to-read articles on topics ranging from RMDs, to renting vs. buying, to estate planning considerations and more.
You Don’t Want to Miss Our Special Event!
You’re invited to join the Yeske Buie team for a special event at the Hyatt Regency Tysons Corner on Wednesday, May 17th at 6:00pm. The event will be a social gathering featuring hors d’oeuvres and drinks, complimentary valet parking, great conversation, and a special guest speaker, Apollo Lupescu, PhD, Vice President of Dimensional Fund Advisors. Dr. Lupescu, Dimensional’s most popular speaker and “Secretary of Explaining Stuff” will present at 7:00pm on The Evolution of Investing. We hope to see you there! If you are not local to Northern Virginia but are interested in our event, please save the date for August 16th as we’re planning a similar event in San Francisco for our west coast locals.
Around the World in 60 Minutes
This past Wednesday, we hosted a live webinar where we offered our thoughts on the economic conditions in the US and around the world and our analyses and recommendations for weathering whatever may come. In case you missed the webinar or if you want to hear it again, a recording is available on our website. We will be hosting several live webinars throughout the year so stay tuned to future editions of the Digest for more details!
Tax Return Request
Each year, we request a copy of our Clients’ most recent tax return to better serve them throughout the year. 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. To securely send us a return, we ask that Clients use one of the 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.