Social Security is a topic that starts to come into conversation as retirement approaches – When can I start to receive benefits? How much will my benefit be? What about my spouse’s benefit? In addition to discussing and reviewing the options, there are other questions to consider and review prior to that time period. One review you may not instinctively think about is checking to see if your past Social Security earnings have been reported correctly. Read on to learn how you can (simply) check your earnings record and why it matters.
While it can feel like the back-to-school experience fixates on colorful displays found throughout department stores, the path to successful education planning is much more involved and requires a robust approach. Consider the following questions:
When is the best time to begin setting aside money for my baby’s education?
Help! My daughter’s attitude about budgeting is “What’s the point?”
After I move my son into college, I’ll be an empty nester – now what?
If any of these questions resonate with you, we encourage you to join our live webinar on Wednesday, August 22 at 11am PT / 2pm ET for the Yeske Buie team’s answers to these questions and more.
Meet the Team: Cole DeLucas
As we’ve shared in this space several times in the past few weeks, our Financial Planning Team has grown significantly this Summer. Thus far, we’ve introduced to you, Steven Hong, Karen Simons, and Alishia DuBois. Today, we are pleased to spotlight Cole DeLucas. If this name sounds familiar, that may be because Cole was an Intern at the firm last Summer! Learn more about Cole’s goals as a Financial Planning Resident and how his internship prepared him for the next three years in this edition of Meet the Team.
Save the Date: Special Event in San Francisco
You and your guests are cordially invited to join the Yeske Buie team as we host a social gathering with a dynamic discussion titled Financial Planning is Magic. The event will be held on Wednesday, September 12 from 5 – 8pm at The University Club of San Francisco. Complimentary valet parking will be available. Stay tuned to future Digests and email invitations for more details and feel free to email Mila Lavoie or visit our online event site to RSVP for the event. We hope to see you there!
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.