TheLiveBigWay® Digest: What’s Our Story?

TheLiveBigWay® Digest: What’s Our Story?

The Secure Act 2.0

US Capitol building in Washington DC

The SECURE Act 2.0 is here. SECURE stands for Setting Every Community Up for Retirement Enhancement and this bill is all about retirement planning. While there isn’t a headliner provision quite as prolific as there was in the SECURE Act passed in December 2019, there are over 100 changes outlined in the 2.0 bill. Here are a few of the provisions we think will be most impactful to Clients.

Goals Give Life Direction

Goal setting is a quintessential practice at the beginning of any year, but the process is not always an easy one. It can be difficult to know where to start, and even more difficult to keep on a forward path throughout the year. Our strategic partners at Money Quotient are experts in this area, and have put together seven tips to help you increase the effectiveness of your goal setting strategies. Let’s get started!

Blue dartboard as business target on red background. Business success and Challenge concept. 3D illustration rendering

Mega Millions – Win Big?

Lottery balls 3d vector bingo, lotto or keno games

One lucky person’s new year’s wish to get rich this year might just come true after tonight’s Mega Millions drawing with an estimated jackpot of nearly $1 billion. Whether or not you choose to play, there are a few relevant financial concepts to contemplate in light of the lotto frenzy. Indulge with us as we chronicle the roller-coaster ride of financial decisions you must make when you decide to purchase a  ticket.

Happy Birthday, Kacie!

We’re wishing Kacie Fawls, Assistant Financial Planner in our Vienna office, a very happy birthday this month! Kacie has been with the Yeske Buie team since June 2021 and does an exceptional job building relationships and supporting our clients. Learn more about Kacie’s professional background via her bio and her Meet the Team feature, and get a glimpse into some of her personal favorites in the spotlight below. Happy Birthday, Kacie!

Favorite 2022 Memory

Kacie and Dominic

Our trip to Italy is my favorite 2022 memory. We had planned to take a trip to Europe before we had kids, and when we found our I was pregnant with Jack we made it happen. Thank goodness for expedited passports!

Favorite Photo of Baby Jack

Kacie and Jack

It’s tough to pick one photo, but there’s something special about a photo of a baby and his Mama! Dominic and I welcomed Jack into our lives in September 2022 and have been enjoying the wild ride of parenthood.

Favorite Birthday Memory

Kacie Birthday

There have been many standout birthday memories over the years, but my absolute favorite memory was when my husband, Dominic, got my closest group of friends together for a surprise brunch – my favorite meal!

Save the Date: What’s Our Story?

The fresh start brought on by the new year naturally engenders questions, stories, and predictions for what might lie ahead. A quick Google search for “economy and markets 2023” turns up the following headlines:

What’s our story? Tune in live with us on Tuesday, January 31 for a review of 2022 and our story for 2023. Register today!