A Practical Approach to Cash Flow Complexities When life happens, the financial aspects of figuring out what to do next can make taking that next step an overwhelming task. Using policies to manage cash flow on an ongoing basis removes the budgetary uncertainties and clarifies…
Supernatural Influences of Estate Planning With Halloween just around the corner, you may find yourself watching one of the many “reality” TV shows centered on hunting down supernatural influences. Whether or not you believe in the supernatural, one could argue that there is a tangible…
As has become an annual event, the Yeske Buie Financial Planning Team (Dave Yeske, Elissa Buie, Yusuf Abugideiri, Lauren Stansell, Camille Bouvet, Zach Bennedsen, Ryan Klemm, Dan Tripp, and Ryan Rasmussen) once again attended FPA’s Far West Roundup in Santa Cruz, California. At Far West…
Could you be making your mortgage payments more efficiently? Refinancing may offer you the opportunity to align your mortgage more closely with your broader financial goals. That said, refinancing is a complex decision, and many factors will affect your interest rates and optimal payoff timing….
While anything from planning your next vacation to planning your next trip to the dentist can seem more fun than reviewing your estate plan, taking time to think about how your assets will flow after you are gone is extremely important. Aside from ensuring that…
The word “wellness” is often prefaced with an adjective: for example, physical wellness, financial wellness, or social wellness. If you are unfamiliar with the term, social wellness involves having meaningful relationships and creating a support system that includes family members and friends. This kind of…