TheLiveBigWay® Digest: Super Strategies

TheLiveBigWay® Digest: Super Strategies

Protect Your Child’s Future Credit

Credit cards with an open lock and chain. Open access to the use of electronic money

Never before has so much of our personal information been so widely available. We hope that you’ve taken proper preventative measures to protect your personal information in this reality, and wonder if you’ve taken the same precautions for your loved ones – more specifically, for your children? According to a study, more than 1 million children were victims of identity theft or fraud in 2017, resulting in a total of $2.8 billion in losses. See what you can do to protect your child’s future credit.

What is debt consolidation? And is it right for you?

For many, managing and reducing debt is a popular New Year’s resolution. It’s such a big goal, however, that it can be difficult to identify tangible steps to make that goal a reality. Earlier this month, Dr. Dave Yeske spoke with ABC 7 On Your Side’s Michael Finney to share his thoughts on debt consolidation and other best practices for paying off debt. Watch Dave’s ABC interview to learn more.

Debt consolidation written by hand and money.

Super Bowl Strategies

Game Day Plan

Our team is buzzing along with the city of San Francisco as we prepare to watch our San Francisco 49ers square off against the Kansas City Chiefs next Sunday in Super Bowl LIV. And just as each team will arrive at Hard Rock Stadium armed with a playbook that blends hours of research with the ingenuity of the league’s top strategists, Yeske Buie has its own financial planning playbook, designed to tilt the odds in our clients’ favor. We thought we’d take this opportunity to share the key elements of Yeske Buie’s Creative Strategies and Grounded Wisdom® playbook.

Did You Miss Our Webinar? Here’s a Recording!

For those who couldn’t join us live, we share a recording of our recent live webinar. Throughout the presentation, Dave Yeske provides a review of what happens in the markets during election years, potential headwinds coming in 2020, and the deep regularities to focus on for planning needs and decisions this year and beyond. We look forward to connecting with you via our webinars throughout the year – stay tuned for details!

Happy New Year 2020 with Glasses isolated on yellow background

2020 Tax-Filing Season

The 2020 tax-filing season will begin on Monday, January 27. As you begin collecting your tax documents to prepare your 2019 returns, we’d like to offer a few notes about tax information for your Yeske Buie accounts.

  • On the Tax Reports page of your Client Private Page®, you will find reports for your taxable accounts (for planning purposes only) and transaction reports for your IRA(s).
  • Please refer to your Schwab 1099 for dividends, interest, and capital gains in your taxable account(s), and your 1099-R for any distributions from your IRA(s) to complete your tax return. Schwab will be posting 1099s for your accounts throughout the month of February. We’ll keep you updated on timing, access instructions, and more throughout the month.