TheLiveBigWay® Digest – Smart Financial Decisions

Financial Decisions During a Divorce

Dealing with your finances may be the last thing on your mind when going through a divorce, or it may be the first. Regardless of the order, deciding how the couple’s assets will be split is one of the biggest decisions the two parties will face. As such, it is important to have a strong understanding of the financial rules that are applicable during a divorce to help ensure both individuals’ financial stability before the process has been finalized. With this in mind, we share our thoughts on important considerations to keep in mind if you or someone you know finds themselves faced with the financial decisions of a divorce.

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April is Financial Literacy Month 

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.

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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 17^th 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.

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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!

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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.