Let’s Converse About Reverse Mortgages Thanks to updated regulations and requirements, reverse mortgages have become a more appealing planning strategy for aging clients in multiple scenarios. In an effort to capture and share some ways reverse mortgage can be a valuable tool, we wrote a…
Have You Reviewed Your Earnings Record? Social Security is a topic that starts to come into conversation as retirement approaches – When can I start to receive benefits? How much will my benefit be? What about my spouse’s benefit? In addition to discussing and reviewing…
Vacation Temptation With the first day of summer less than a week away, it’s likely that you have some kind of vacation or relaxation days on your calendar in the next few months. Depending on how you choose to Live Big®, the vacation may involve…
SAN FRANCISCO, Ca., May 25, 2017/PRNewswire/ — Oxford University Press has just published the seventh book in the Financial Markets and Investment Series, Financial Behavior: Players, Services, Products, and Markets. Elissa Buie, CFP® and Dr. Dave Yeske, CFP® of Yeske Buie contributed chapter fifteen of the…
National 529 College Savings Plan Day Planning for higher education costs is frequently a topic we discuss with our Clients. It can be tricky to decide when and how to start saving because of the unknown factors that make estimating college costs challenging. We have…
What impact will the new administration’s proposals have on the economy and the markets? How will rising interest and inflation rates impact your finances? What will happen to markets outside the US? And what about Social Security and Medicare? In preparation for the 2017 Presidential…
Capitalizing on Catch Up Contributions While the celebration of one’s 50th birthday may include unwanted over the hill gifts, one “gift” that you can look forward to receiving is the eligibility for catch-up contributions to your retirement accounts. We recommend that you take advantage of…
Last week, Dave attended the Financial Planning Association’s 3rd Annual Advocacy Day in Washington, D.C. FPA® Advocacy Day provides members and leaders of FPA with the opportunity to introduce federal policymakers to the association and the profession and talk with them about issues that are…
A Dose of Financial Planning to Treat Your Powerball Fever As you’ve inevitably heard, the Powerball Jackpot soared beyond record levels this week, maxing out every sign in America with a balance of $1.5 Billion dollars, and after Wednesday’s drawing, three people will split the…
As we announced last month, Yeske Buie was selected as the winner of the 2015 Trailblazer IMPACT Award by Charles Schwab & Co. The award honors a firm for its dedication to helping the industry as a whole reach new heights through focused initiatives and…