Earlier this week, three members of the Yeske Buie team hosted a live webinar on the topic of financial literacy – a recording of which is now available on our website. During the webinar, we shared our approach to financial literacy, an in-depth explanation of our financial literacy program, and practices that support financial success. As we explored this topic, we briefly touched on a number of concepts that we could easily spend an entire webinar unpacking. Today in this space – and in the spirit of promoting financial literacy! – we’d like to share more about some of these concepts.
A Jewel of Financial Tools: For those looking for trusted financial information, the CFPB offers a variety of reliable tools related to topics like getting an auto loan, owning a home, and information for students.
It seems like every few days there is a new headline about the latest security breach or hack of personal information – it’s the current, and unfortunate, nature of our society. As the saying goes, the best defense is a good offense, and when it comes to securing your personal information, taking proactive steps to protect your identity can make you a less attractive target in the eyes of phishers and hackers. And you’re not alone when it comes to taking these proactive efforts – we are also on your side! Read on to learn more about the efforts Yeske Buie goes through to protect you, your personal information and your money.
You’re Invited: Financial Planning is Magic!
Clients, colleagues, friends and family of Yeske Buie are cordially invited to join our team for a social gathering and dynamic discussion led by Elissa and Dave titled Financial Planning is Magic. The event will be held at the Tower Club Tysons Corner on Tuesday, May 15th at 5pm and will feature delicious d’oeuvres, tantalizing sweet treats, drinks, complimentary parking, and of course, great conversation! RSVP today for yourself and your guests by visiting our event site or by emailing Lauren Mireles. We look forward to seeing you there!
Change to the Schwab Money Market Fund
We would like to acknowledge and make you aware of communication that you may receive from Schwab regarding a change to the Money Market Fund (SWMXX) that is held in many of our Client accounts. Schwab has decided to replace this Money Market Fund (effective May 25, 2018) and will automatically sweep cash into a new Money Market Fund within all applicable accounts. If you receive communication on this matter, please know that there is no action required on your part. This note is to let you know what is happening so you’re aware of the context if/when you receive communication from Schwab about this change.
Send Us Your Tax Return
Just like that, another Tax Day has come and gone. For those who did not file for an extension, we’d like to request (as we do every year) that you send us a copy of your return. Exactly how we use the information varies from Client to Client but can range from analyzing Roth conversions, to updating retirement capital projections, calculating tax projections, and tracking tax data that can impact investment decisions. It is our preference to receive the entire document, however, having a copy of the 1040 and all Schedules is usually sufficient. To securely send us a return or any other information, please 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.