TheLiveBigWay® Digest: The Great Reboot
We’ve said it before, and we’ll say it again. Financial planning is MAGIC! Financial planning, real financial planning, transforms lives. And a recent New York Times story by Ron Lieber beautifully articulates this belief. In his piece, Lieber shares his Dad’s heart-wrenching end-of-life story, and the ways a financial planner helped his family navigate the personal and financial journey. We think Ron’s journey mirrors the Yeske Buie journey – here’s how.
The impact of the global Pandemic was dramatic in terms of immediate job losses, the collapse of entire industries, and a dramatic fall in stock prices. Economic charts illustrate both the dramatic fall and equally – and to some degree surprisingly – dramatic recovery. But what isn’t obvious in those charts is what can happen in the markets when the economy is “rebooted.” Learn more here.
Each year, we work with our Clients to help them express their charitable intentions in a way that maximizes the benefits for everyone involved. There are a number of ways to give, and today we’ll explore the ins and outs of Qualified Charitable Distributions (QCDs). Learn more about QCDs, how to know if you’re eligible, and ways this strategy could have a positive impact on your financial plan.
If you watch CNBC, Fox Business, or the Golf Channel, you may see a familiar face on your screen in the coming months! Yusuf Abugideiri is part of Charles Schwab’s Independent Difference campaign that highlights independent financial advisors like Yeske Buie. In Yusuf’s commercial, he shares our beliefs about the importance of being a fiduciary. Get a sneak peek of the ad here, and let us know when you see Yusuf on TV between March and June.
As we expected, Schwab has released corrections to the original 1099 forms that were released in February. These corrected forms have been posted to your Schwab Alliance account. Step-by-step instructions for accessing the online forms can be found here. If you have any trouble accessing your forms, please don’t hesitate to give us a call so we can help. Looking ahead, Tax Day is just six weeks away – please feel free to contact us if we can provide assistance in any way.