TheLiveBigWay® Digest: What’s Up and What’s Next?
We are pleased to announce that we have launched a newly redesigned version of the Yeske Buie website. The new site contains all of the same robust content with a fresher and more modern appearance, improved mobile compatibility, and a more refined message expressing who we are and the values that drive our approach to financial planning and serving our Clients. We hope that you will enjoy browsing the new site and find it to be yet another tool for connecting with us. We’ll also be making updates to your Client Private Pages® later this year so stay tuned!
Back in 2015, we offered the Weekend Chart Challenge as a way to put into perspective the market volatility that was grabbing everyone’s attention. While we’ve had plenty of good times in the market over the last few years, it’s always the rough times – like the end of 2018 – that make investors ask what’s up and what’s next. The answer, as always, is that we don’t know what’s next in the short run but we do have a high degree of confidence where we’re heading in the long run. With this in mind, we offer another visual pop quiz to give some perspective.
Financial Planning is a profession full of unknowns – you don’t know how the market will perform, you don’t know exactly how much you’ll spend in retirement, and you definitely don’t know what your future health will be. In this piece, we explore some of the ways to plan for what we know, and what we don’t know, about health care costs in retirement.
Join us on Wednesday, April 17th at 11am PT / 2pm ET for a live webinar exploring cybersecurity from all angles with cybersecurity expert, Carrie Kerskie. During the webinar, Carrie will share:
- Three easy ways to identify a scam,
- New identity threats you may not know about and what you can do to counter them
- Practical ways to protect yourself and policies to adopt to harden your exposures
Carrie’s expertise will leave you feeling armed with cyber-knowledge and empowered to protect yourself. As an added bonus, Carrie will also share a white sheet of all the tips and best practices shared during the webinar.
Tax Day is less than two weeks away, Monday, April 15th, and marks the deadline for making a contribution to a Traditional or Rollover IRA, Roth IRA, Health Savings Account (HSA), SEP-IRA or Solo 401(k). If you file an extension, then the latter two can receive contributions until October 15th. Shortly after Tax Day, we will send an email request to ask for a copy of your completed 2018 return, as we do every year. The information provided in your tax return helps us to best serve you throughout the year as we perform tax related analysis. If your return is completed in advance of the deadline, feel free to send the documents to us using any of the methods described here.