Author: Kbw

As we’ve shared in this space before, Yeske Buie is a supporter of team attendance at impactful events and conferences because of our belief in the value of learning from other bright minds in the profession and the value of having opportunities to grow our…

Topics: Yeske Buie in the Media

Qualified Charitable Distributions – A Powerful Way to Give Each year, many of our Clients share their charitable intentions with us and we work to ensure they’re able to express those intentions in such a way that they and the charity receive the maximum benefit….

Topics: TheLiveBigWay® Digest

Summary and Captions By: Lauren Mireles, RP® Beneath beautifully strong and deeply rooted redwood trees in Scotts Valley, California, Lauren Grove and Daniel Stansell began a new chapter of their lives together as husband and wife. Their lust for adventure has always been and continues…

Topics: Firm News & Events

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

Affordable, accessible, and well-located housing is central to quality of life for people of all ages, but especially as we near retirement age. As the single largest item in most household budgets, housing costs directly affect day-to-day financial security. In addition, the entire concept of…

Topics: Webinars

Is a Mortgage Refinance Smart for You?  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…

Topics: TheLiveBigWay® Digest

Back to Basics: Trusts, Trustees and Beneficiaries  You might be surprised how important an understanding of your estate plan is to your adult children, other important members of your family, and friends who you have elected to play a role in your estate plan. This…

Topics: TheLiveBigWay® Digest