TheLiveBigWay* Digest – The Taxman Cometh
Last Call: Tax Day is Next Monday, April 15th
While we normally take care of all of our clients’ account servicing needs, including IRA and retirement account contributions, end of business today (5:00 pm ET for the Vienna office and 5:00 pm PT for the San Francisco office) will be the latest that we can process such contributions. After that, the last opportunity to make a contribution is to mail a check directly to Schwab at the address below:
Charles Schwab & Co., Inc.
Attn: IST West Team 3
2423 E Lincoln Dr
Phoenix, AZ 85016
The check needs to be postmarked by April 15th or it will not count for 2012. If you send a check to the Yeske Buie offices, it may not make the cutoff. Please give us a call or send us an email if you are sending a check so we can make sure it is processed on time.
If you want to do a wire transfer, we can provide the inbound Schwab instructions, but you will need to work with the originating bank to process your request and there may be a fee for the service. We can request a journal between your Schwab accounts, but will need the completed paperwork returned to us by 3:00 pm PT today.
And with apologies to Eugene O’Neill.
The Power Couple
GGU: The Magazine of Golden Gate University just published their Spring issue with the cover story “The Power Couple”, which highlights Dave and Elissa and their team approach to teaching and living. The article takes you on a journey starting with how Dave and Elissa first met and how Yeske Buie evolved, to how this duo used their complementary skill sets to revamp the Cases in Financial Planning capstone class at GGU. It wraps up with a shared appreciation for how the work they do influences the minds and lives of their students and how this continues to inspire them on their mission to evangelize financial planning.
Money Lessons From ‘Downton Abbey’
Kelly Greene of The Wall Street Journal wrote an entertaining piece on the money lessons to be found in the popular show, “Downton Abbey”. The show has drawn a lot of interest in the U.S. with 8.2 million viewers tuning in for the Feb. 17 Season Three finale. Greene explains the program’s popularity by suggesting that it “resonates with Americans today in part because the family dynamics it portrays are timeless”.
Downton Abbey centers on a British aristocrat, Robert Crawley, the Earl of Grantham, who has three daughters but no sons to whom he can leave his estate, as required under British property rules at the time. The earl’s male cousin and the cousin’s son both die on the Titanic. That leaves as the next possible heir a distant relative who—gasp!—works for a living, albeit as a lawyer.
In between all the plotting and back-stabbing, the characters blunder into a broad array of financial- and estate-planning disasters, from bad investments and messy trusts to poor business-succession plans and power struggles following health crises.
Read more about the money lessons to be learned from Downton Abbey.
Birds Eye View of the Bay Area’s Beauty
We received this video from Brock Phillips in response to our post “The Great Disinformation: Why David Stockman is Wrong”, in which we refute Stockman’s pessimistic, dystopian view of America and its prospects.
Amazingly Talented Spoof of Anne Hathaway’s I Dreamed a Dream solo
Emma Fitzpatrick is truly impressive in this spoof of Anne Hathaway’s “I Dreamed a Dream” solo from Les Miserables.
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Have a great weekend!
-The Yeske Buie Team