TheLiveBigWay® Digest: Tips to Stash Your Cash

“Financial security in retirement doesn’t just happen.  It takes planning and commitment, and yes, money.” According to the U.S. Department of Labor, one of the “Top 10 Ways to Prepare for Retirement” is to put money into an Individual Retirement Account or IRA. With two types of IRAs to choose from, the Traditional and Roth, it’s important to determine which is best for you. With that said, we encourage you to read on to brush up on the facts of Roth IRAs.

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Yeske Buie in the Media: CNBC
If Millennials Can Save Money, You Can, Too

It was recently announced that Millennials have surpassed Generation X to become the largest generation in the U.S. labor force. While Millennials often face negative workforce stereotypes, they are finally gaining some positive attention as leaders when it comes to saving money. Read on for Dave’s thoughts and a short video on Millennials’ saving habits as shared in a recent CNBC article by Landon Dowdy.

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Budgeting – Blending, Not Balancing

What about the “b-word” makes us squirm? Surely, the difficulty isn’t an inability to identify the components of spending. Nonetheless, we often feel anxious because we think of fixed and discretionary expenses in terms of static “wants” vs “needs”, instead of a process of prioritization. Read on for a dynamic outlook  on the art of blending, not balancing, your budget and expenses.

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Save the Date: Yeske Buie Spring Open House!

We hope you will join the Yeske Buie Team for our Open House in our Vienna, VA office on Thursday, June 9th from 4:30 – 6:30pm. The Open House will feature several of Elissa and Dave’s favorite wines, live music from a string duo, and delicious appetizers from Purple Onion Catering. You can find this year’s menu, information on our live musicians, and more on our website. Please email Cristin Etheredge your RSVP today!.

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Tax Return Request

We have requested to receive a copy of your 2015 Federal and State returns to help us better serve you throughout the year. We are best able to perform tax related analysis with your most current tax return. If you are unable to send the entire document due to it’s length, please send the 1040 and all Schedules. You may send the documents to us using any of the methods described here.