TheLiveBigWay® Digest: The Elephant in the Room

What is something that experts are talking about, not everyone understands, and perhaps even fewer people are not afraid of? Click here to read our take on the hottest topic in the financial and economic realms these days (and no, it isn’t bitcoin).

Every advisor knows how to get money into a portfolio; it’s getting money safely out of your portfolio that can be more challenging. At Yeske Buie, we’ve built TheLiveBigWay^® Safe-Spending System to manage sustainable distributions from Client portfolios. Check out this recent Wall Street Journal article that features our system, and learn more about how we turn a Client’s portfolio into a paycheck.

April is Financial Literacy Month. And while many financial literacy efforts focus solely on financial literacy for youth, at Yeske Buie, we believe in life-long learning and encourage financial literacy for all ages. To help spark your money-reading motivation, we share a summary of five popular finance books that have a reputation for helping people better understand money matters. Have you read any of these selections?

We’ll be hosting a live panel discussion next Tuesday at 11am PT and we’d love for you to join us! The discussion will be focused on reviewing the ups and downs of the pandemic, where we are today, and what we think may lie ahead. Here’s a sneak peek at our panelists’ take… Register today to reserve your virtual seat and feel free to invite your family and friends to join us. Talk soon!

It’s tax season! Here’s a few things to keep in mind as you prepare your taxes for the 2020 tax year:

• The deadline for federal income tax filing and payments has been extended to May 17.
• State income tax filing and payments deadlines vary: review your state’s deadlines here.
• You can access your Schwab 1099 forms via your Schwab Alliance Account.
• We kindly request that you send us a copy of your return once available for tax planning purposes throughout the year.