TheLiveBigWay® Digest – The (FS)A-List

A Healthcare Flexible Spending Arrangement (FSA) is an employer-provided benefit that allows you to contribute pre-tax dollars to pay for eligible medical, dental, and vision care expenses that your insurance plan may not cover. As with any financial decision, it is important to know the facts about Healthcare FSAs to help you determine if you should take advantage of this type of arrangement. Today, we share basic information regarding these arrangements including enrollment considerations and avoidable provisions to assist you in making a well-informed decision.

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The Live Big^® Chronicles

With the help of our Clients, friends, and family, we have compiled creative and dynamic lists of ways individuals can have rich, Live Big^® experiences without spending a lot of money. We have shared these lists on several occasions and welcome additions from anyone who would like to participate; we call these the Live Big List and the Live Big Chronicles. Inspired by the upcoming Spring season, today we share additional ideas for you to Live Big in the Washington DC area, San Francisco Bay area, and a few cities in between while spending little to no money at all. Of course, this list only scratches the surface of all the outings you may consider exploring as you Live Big this Spring. Please feel free to share your ideas with us and we will be happy to add them to our lists.

Yusuf Abugideiri Named as One of Ten Top CFP^® Holders Under 36

Yeske Buie is pleased to announce that Yusuf Abugideiri, CFP^® has been named to WealthManagement Magazine’s listing of Top CFP^® Holders Under 36 featured in the March edition of the magazine. The listing highlights ten financial advisors from all over the country who carry the CFP^® designation and are member of the Financial Planning Association. Each individual is recognized as an up-and-coming advisor who continues to grow by catering to the next generation of Clients. Read on for the full listing and to read how Yusuf feels about being named to the list and the responsibility all of the named individuals have as leaders of the next generation of financial planners.

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Important Information About Your 1099

While Yeske Buie posts quarterly tax reports to your Client Private Page for taxable accounts, these reports are for planning purposes only. To complete your 2015 tax return, 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). In February, Schwab sent 1099 forms in the mail and posted them to your online Schwab Alliance account. If you use the Schwab Alliance website, here are instructions for accessing your 1099 electronically. In addition to this round of forms, Schwab will release Corrected 1099 forms next Monday, March 14th. Please refer to this corrected form to complete your 2015 tax return. If you have any questions regarding the 1099 forms, please do not hesitate to contact us.