Author: Yeske Buie

Posted Oct. 17, 2019
As the financial planning profession celebrates its 50th anniversary, many are wondering, “what comes next?”. The financial planning profession has evolved dramatically over the years, and recent trends involving federal regulations and technological advancements are influencing its next evolution. While “what’s next” remains to be...
Topics: Yeske Buie in the Media

Posted Oct. 03, 2019
Financial Planning's Mission During Life Transitions As summer slides into fall, signs of the changing seasons can be seen across the country and remind us of the rhythm of life’s changes. As financial planners, we are in a unique and privileged position to share in...
Topics: TheLiveBigWay® Digest

Posted Sep. 19, 2019
Milestone Recognitions This year, the financial planning profession is celebrating its 50th anniversary, a milestone that is inspiring many to reflect on the grand evolution of our work. In recognition of this anniversary, InvestmentNews assembled a list of the 20 most influential individuals who have...
Topics: TheLiveBigWay® Digest

Posted Sep. 19, 2019
This year, the financial planning profession is celebrating its 50th anniversary, a milestone that is inspiring financial planners and media professionals alike to reflect on the humble beginnings and the grand evolution of our work. In recognition of this anniversary, InvestmentNews assembled a list of...
Topics: YeBu® News & Events, Yeske Buie in the Media

Posted Sep. 05, 2019
TheLiveBigWay® Financial Planning Process As we shared in this space last week, the Discovery Process is the first step in Yeske Buie’s financial planning process once we’ve decided to work together – but it certainly doesn’t end there! Discovery is a vital and ongoing part...
Topics: TheLiveBigWay® Digest

Posted Sep. 05, 2019
As is Yeske Buie tradition, the Yeske Buie Financial Planning Team once again attended the FPA Far West Roundup in Santa Cruz, California. A relaxed and intimate conference, Far West Roundup facilitates deeper, more personal discussions and allows planners to forge connections with many of...
Topics: Financial Planning

Posted Aug. 22, 2019
Discovery Insights: Our Process, Your Journey Financial planning is often thought to only include asset management, investing, and number crunching. And all of those pieces matter! But none of it matters if it’s not personal, relatable, and aligned with who you are and what matters...
Topics: TheLiveBigWay® Digest
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At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.
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