Remembering Gene Wilder When a celebrity’s retirement or estate plan is discussed posthumously, it usually tells a cautionary tale about the consequences of poor financial and estate planning. We tend to use these stories to emphasize the importance of planning (even for celebrities who seem…
Recently, Elissa talked with a reporter from Investor’s Business Daily, Morey Stettner, for an article focused on the lifecycle of a financial planning firm. Elissa shared experiences including starting her own firm, important decisions she’s had to make, and other insights related to Elissa’s experience…
When a celebrity’s retirement or estate plan is discussed posthumously, it usually tells a cautionary tale about the consequences of poor financial and estate planning. We tend to use these stories to emphasize the importance of planning (even for celebrities who seem to “have it…
Last week, Elissa and Dave participated in the FPA Annual Conference, the largest gathering of CFP® professionals and thought leaders in financial planning. At the conference, Elissa spoke on a panel to discuss best practices for internships and Dave spoke on a panel to discuss…
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…
A Concise History of the Financial Planning Profession Being a member of a profession means having a shared understanding of who we serve and how we serve them, as well as the standards to which we hold ourselves when practicing our craft. For the September…
Investing Lessons from Fantasy Football With the start of another NFL season only two weeks away, there is a concomitant increase in chatter of team predictions, player statistics, and of course, fantasy football drafts. If you aren’t planning to play in a fantasy football league,…
As has become an annual event, the Yeske Buie Financial Planning Team (Dave Yeske, Elissa Buie, Yusuf Abugideiri, Jennifer Hicks, Lauren Stansell, Russell Kroeger, Camille Bouvet, Cody Daniels, Zach Bennedsen, and Ryan Klemm) once again attended the Far West Roundup in Santa Cruz, California. At Far West Roundup, some…
Emergency Preparedness: Zombie Apocalypse The Centers for Disease Control and Prevention (CDC) has creatively used the pop culture phenomenon of a “Zombie Apocalypse” to highlight the importance of preparing for a variety of emergencies/natural disasters. After all, if you’re prepared for a zombie invasion, you’re…