Author: Yeske Buie

It feels like your loved one’s financial and legal affairs are in good shape. They have a will and a trust; they have named a power of attorney; they have life insurance policies, health directives, and documented plans for their property and other physical assets....
Topics: Financial Planning

Love can make the world go 'round! But when you think about your favorite memories with your sweetheart, do you think about your financial conversations? Probably not. Money talk with your significant other is an important part of a complete and healthy relationship, although it...
Topics: Financial Planning

These days, changing jobs is a fairly commonplace. Chances are you will change jobs more than once in your career, if not several times. These job transitions can be a whirlwind, both exciting and daunting at the same time. It is a time of emotion,...
Topics: Financial Planning

What to Expect When Consolidating Accounts Transitionary times – retirement, starting a new job, etc. – can be stressful, especially when unfamiliar processes like paperwork and money movement are involved. In this short video, Financial Planner, Cole DeLucas shares a brief summary of the logistical...
Topics: TheLiveBigWay® Digest

It’s a true privilege to share the news that Sydney Woodward has passed the CFP® Exam! Sydney discovered the financial planning profession by accident just a few years ago, and now she’s only a few months away from earning the prestigious certification. While the journey...
Topics: YeBu® News & Events

Investment Philosophy: Bite Size Edition Investing in the market is often compared to riding a roller coaster, implying that both your money and your emotions will experience highs and lows over time. While volatility is inevitable throughout your investment journey, we have a fundamentally grounded...
Topics: TheLiveBigWay® Digest

March Madness Money Lessons The NCAA Men’s Basketball Tournament championship game – the pinnacle of the sport – is upon us. And perhaps unsuspectingly, the spectacle of March Madness presents several themes that can be universally applied. From the emotionality of the games to the...
Topics: TheLiveBigWay® Digest

Empowering Women in the Great Wealth Transfer March is known as Women’s History Month and serves as a dedicated time to celebrate the accomplishments of women and the strides that have been made to create an environment of equality. And while great progress has been...
Topics: TheLiveBigWay® Digest