In this edition of the Digest, we invite you to join us at the Vienna Office Open House and share updates from the YeBu staff. Client Event: Vienna Office Open House Please join us for the Open House in Vienna, VA on Thursday, March 14th…
We just came across a Journal of Financial Planning article written by Bonnie Hughes and it contained extended quotes from Elissa and Dave in response to the question: What do you think is the right thing to be doing for your practice and your clients?…
In this edition of the Digest, we discuss The 5 Love Languages, 5 ideas for having quality financial conversations with your mate, explain why a “sweetheart will” may not be a sweet way to plan your estate, and gear up for Yeske Buie’s Vienna Office…
Marriage should be based on love, right? But does it seem as though you and your spouse are speaking two different languages? -Paul spent three hours building a bookshelf for Marcie. All she wanted was 10 minutes to talk. -Carol bought Dylan a brand new…
When planning a date night or weekend getaway, few people think to make a discussion of finances part of the event. However, with money frequently cited as one of top stressors in relationships and one of the main causes of divorce, allocating time to have financial conversations with your sweetheart…
In the last Digest, we mentioned the National Day of Service that took place on Jan. 19th to honor Dr. Martin Luther King Jr. Two of our Virginia staffers, Cristin Etheredge and Lauren Vitt, volunteered their time at the D.C. Armory where they put together…
In this edition of the Digest, we discuss the connection between the Super Bowl and your financial plan, revisit our last Groundhog Day webinar, take a look back at the MLK National Day of Service, share a quick Family Tree reminder, and gear up for the Vienna Office…
Groundhog Day is more commonly known as the day observed on February 2 where the appearance of the groundhog is meant to symbolize whether spring will come early (the groundhog emerges on a cloudy day) or whether winter will continue for six more weeks (the groundhog…
In this edition of the Digest we discuss the National Day of Service, unveil a new recording of the YeBu® Investment Philosophy, provide an update on year-end tax reporting via your Client Private Page®, offer advice on finding senior housing for aging parents, and review the virtues…
Dave has described the distance between the Virginia and California offices as just “one long hallway”. One of the ways we bridge the nearly 3,000 miles is by using GoToMeeting, a video conferencing program that allows you to have virtual meetings with up to 25…