TheLiveBigWay* Digest – Starting the New Year with Anniversaries and Celebrations

TheLiveBigWay* Digest – Starting the New Year with Anniversaries and Celebrations

In this edition of the Digest, we talk about what happened to the Fiscal Cliff, YeBu’s 5th anniversary, Elissa’s new role as Chair of the Foundation for Financial Planning, our newest CFP®, some tips on applying for the FAFSA, and the winner of our company Fantasy Football League.

What Happened to the Fiscal Cliff?
There has been no negotiation reached on how to deal with the nation’s borrowing limit and the deadline for mandatory spending cuts has been extended for two months. However, a significant amount of what relates to individual taxpayers has been addressed in the American Taxpayer Relief Act of 2012 that President Obama signed into law on January 2, 2013. So what does the new law mean for taxpayers? Laura Saunders from the Wall Street Journal gives a great summary to answer this on the WSJ’s blog


For an even quicker review, here is our list of the Top Eight Things to Know about the American Taxpayer Relief Act of 2012

Yeske Buie Celebrates Its 5th Anniversary
On January 1, 2013, Yeske Buie celebrated its 5th anniversary! Elissa and Dave have been in the profession of financial planning for 30 years and in business for themselves for 23 years, Yeske & Co. having been founded in 1990 and Financial Planning Group in 1993.

Find out how each firm started and what five years means for Dave and Elissa

Elissa is the new Chair of the Foundation for Financial Planning
Elissa has been honored by the Foundation for Financial Planning (FFP) by officially becoming Chair of the Foundation’s board for 2013 after serving as Chair-elect for 2012.

“We are about helping people in need take control of their financial lives through pro bono advice and financial skills education.” –Foundation for Financial Planning

Discover the Foundation’s mission and who they serve

Jennifer Hicks Earns CFP® Certification
We’re very proud to announce that Jennifer Hicks became a Certified Financial PlannerTM professional two weeks ago on December 21. This was always destined to be a big day, representing, as it did, both the Winter Solstice and the end of the Mayan calendar but we’re particularly happy with the way it manifested itself in our lives.

Find out what it takes to earn the CFP® certification

Expert Spotlight: Tony Sutphin on why you should complete the FAFSA even if you don’t think you qualify for college financial aid
Tony Sutphin is the CEO of not-for-profit and has worked in the college financial aid community for many years. He is passionate about helping families understand that they do not make too much money to be eligible for financial aid.

Find out why in the following Q&A


The YeBu Live Big Fantasy Football League
Yeske Buie has joined in on the sports fun by having the staff participate in the different sporting challenges throughout the year ranging from the World Cup to March Madness to Fantasy Football. The YeBu Live Big Fantasy Football League was our most recent competition with a newly instated “technology prize” for the victor at the end of the season.

Discover who claimed the crown for 2012 and why we think Fantasy Football is a little like investing . . .

Visit us on Facebook
For those of you who are on Facebook, please visit and like our page where you can stay up-to-date on firm news and events!

Happy New Year!

-The YeBu Team