TheLiveBigWay® Digest – Unwavering Worldviews

TheLiveBigWay® Digest – Unwavering Worldviews

Reverse Mortgage Mini-Series: Part I

Real Estate ConceptAt Yeske Buie, we are constantly pushing ourselves to Learn Big, one of our six established worldviews, as we believe our learning in service of our Clients never ends. Furthermore, we strive not only to Learn Big but also to Think Big by applying the best available practices and research to the day-to-day servicing of our Clients. Staying true to these worldviews, Yeske Buie has committed to learning more about reverse mortgages and how they may be used as strategic planning tools for our Clients. In the first article of our reverse mortgage mini-series, we aim to give you a basic overview of Home Equity Conversion Mortgages (HECM) and as we build on this series, we will discuss specific numbers, details and calculations and example scenarios in which a HECM could be a valuable planning tool.

 TYPE 

TYPE

In Case You Missed It: Worldview

News Article iPadLast week, not quite three weeks into the new year, it started to feel to many people like the world was coming to an end. In short: It Isn’t. Amidst the panic that seemed to have seized the stock markets, newspapers, and cable television shows the past few weeks, we shared our thoughts and worldview to explain why we believe the world will find its way to a new equilibrium.

 TYPE 

TYPE

Shine it Forward

donation-certificate-ba0d9076-c43b-495c-9fc9-e3d3f07694e9This Saturday, San Francisco Bay’s night sky will light up with a new, permanent display of 25,000 lights as the city re-lights the San Francisco Bay Bridge. The iconic light sculpture, designed by world-renowned artist Leo Villareal, is controlled by complex algorithms and patterns, which dynamically recombine and transform the bridge into a living work of art. Inspired by the transformational public art, Yeske Buie has made a donation to Bay Lights in honor of our Clients and Friends who know how to Live Big. With the donation, Bay Lights has dedicated a light on cable #270, level #67 to those who Live Big. See exactly where Yeske Buie’s guiding light shines on the bridge with this interactive site.

  TYPE 

TYPE

Yeske Buie in the Media:

Advisory HQ Top 11 Financial Advisors in San Francisco

AdvisoryHQAdvisoryHQ has ranked Yeske Buie as one of the Top 11 Financial Advisors in San Francisco. The financial review and media company compiled the listing based on their 4-step objective methodology which focuses on ranking firms with the everyday Client in mind and looks beyond analyzing a firm’s assets under management, revenue, and size. Instead, they consider a firm’s fiduciary duty, independence, level of customized service, history of innovation, team excellence, quality of service and more. Read on to see what AdvisoryHQ noted about Yeske Buie that contributed to our appearance on this ranking.

  TYPE 

TYPE

How You Will Receive Your 1099

1099 Tax FormWhile 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). As required by the IRS, Schwab will send 1099s in the mail and post them to your Schwab account in mid to late-February. If you use the Schwab Alliance website, here are instructions for accessing your 1099 electronically. If you have lost your paper copy or are having difficulties accessing the forms online, please do not hesitate to contact us and we will be happy to assist you.

   TYPE