TheLiveBigWay® Digest – The Financial Four

Charitable giving is a highly personal decision and people have a variety of reasons for why or how they choose to give. Some choose to support personal values or beliefs, while others may give for the purposes of tax and estate planning opportunities. There are a variety of factors to consider when making a charitable gift, including the method of giving, tax strategies, and more. Today, we offer a brief summary of six different strategies you may consider and we encourage you to discuss with us how we can incorporate your charitable giving desires into your financial plan.

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Elissa Buie Named Top Wealth Advisor by Washingtonian Magazine

Yeske Buie is pleased to share that Elissa Buie has been awarded the title of Top Wealth Advisor by Washingtonian Magazine as part of the magazine’s Top Wealth Advisors listing for 2016. Washingtonian Magazine awards the honor of Top Wealth Advisor to the individual with the most peer-nominations for this already-prestigious recognition. Elissa has appeared on all five of Washingtonian’s previous lists of top financial planners. Read on for Elissa’s thoughts on the recognition and to learn more about the listing.

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Women to Watch: Elissa Buie

This past week, Dave and Elissa attended InvestmentNews’ inaugural Women to Watch Awards Luncheon in New York as InvestmentNews honored Elissa and 20 additional outstanding female professionals in the financial advisory industry. As Elissa accepted her award, she was asked to share any secrets to her success. Elissa said she is “blessed by her opportunities to be mentored and to be a mentor to other women”. Read on for more about Elissa’s Women to Watch recognition and for a short video featuring Elissa.

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The Financial Four

Americans fill out more than 70 million brackets for the NCAA March Madness tournament. Despite the strategy you use to prioritize your bracket, chances are it has at least a few flaws. But what if you could fill out a bracket where you couldn’t lose? The National Endowment for Financial Education and the Financial Planning Association^® have partnered for the fifth time to share an interactive ‘Financial Four’ bracket to help you prioritize the financial areas of your life that are most important to you. Explore the 32 financial concepts and prioritize your financial four; no matter what you choose, you’ll end up a winner with an idea of your financial goals!

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Update on 1099s and Tax Day Reminder

As an update from our previous communication regarding Corrected 1099s for some Clients, the delayed information from the mutual funds in Yeske Buie portfolios did not, in the end, necessitate any changes in the 1099s. The original 1099 that was prepared contains the most current information and should be used in the preparation of your taxes. If you have any questions, please do not hesitate to contact us.

This year, you have a few extra days to file your 2015 Federal and State tax returns as Tax Day 2016 falls on April 18th. Why the delayed date, you may ask? You can thank Washington, D.C. for the extra three days. Washington, D.C. recognizes Emancipation Day as a government holiday which is typically observed on April 16th. This year, however, April 16th falls on a Saturday, so the holiday will be observed  on Friday, April 15th. Because government offices will be closed April 15th, Tax Day is moved to Monday, April 18th.