Lauren Stansell, CFP, Author at YeskeBuie

Thoughts from the Desk of the CPO

Posted Jul. 02, 2026

Happy July! It’s hard to believe we’re now halfway through the year, and what a year it’s been. For us, this year has felt particularly focused on learning – Learn Big is, after all, one of our core values and one of our commitments to...

Topics: YeBu® News & Events

Seeds of Savings: The 530A Account Explained

Posted Mar. 26, 2026

For anyone with children (or nieces/nephews/friends-turned-family), it can be hard to think ahead and picture them growing into adults, imagining who they might be and what their life might be like. And yet we think about these phases of their life often in the financial...

Topics: Financial Planning

Olympic Overlap 2026

Posted Feb. 12, 2026

The Olympic Games are back in the spotlight! The 2026 Winter Olympics are currently taking place in Italy (from February 6 through February 22), showcasing beloved sports like figure skating, speed skating, curling, skiing, and snowboarding. The Games will also introduce eight new events, like...

Topics: Financial Planning

New Year’s Notes from the CPO

Posted Jan. 15, 2026

Preparing for the 2025 Tax Filing Season Although 2026 just started, tax season is around the corner — start gathering your documents now! As for Schwab tax documents (Forms 1099-R and 1099): If you have any retirement accounts that had distributions in 2025, your Form...

Topics: YeBu® News & Events

One Big Beautiful Bill Act – Part 2

Posted Oct. 08, 2025

As you’ve read and seen from us the last couple months, the One Big Beautiful Bill Act (OBBBA) continues to be a big part of our ongoing work as we continue with year-end tax planning season. It’s hard to believe we’re already using the phrase...

Topics: Financial Planning

IRS Ends Paper Checks: What You Need to Know

Posted Oct. 08, 2025

Do you pay your Federal taxes or receive refunds by check? Soon, that’ll be a thing of the past. Per an Executive Order signed by President Trump in March 2025, the IRS will no longer issue or accept paper checks after September 30, 2025. But...

Topics: Financial Planning

One Big Beautiful Bill Act – Part 1

Posted Jul. 17, 2025

With most of Trump’s tax bill from his first administration, The Tax Cut and Jobs Act (TCJA) of 2017, set to sunset at the end of this year, we knew there had to be some excitement in the world of tax law changes and tax...

Topics: Financial Planning

Mid-Year Reflections from the CPO

Posted Jul. 03, 2025

It’s hard to believe we’re halfway through 2025 already! And what a ride it’s been. I’ve been sharing with many people that it’s felt a bit like whiplash – political announcements, frequent changes, a high volume of legislation, and market reactions (which, by the way,...

Topics: Financial Planning, YeBu® News & Events

Financial Planning for the Parenting Journey

Posted Apr. 24, 2025

Planning for growing a family is such an exciting time in life – and it can bring up all sorts of emotions. I remember the cyclical wave of emotions I was constantly going through as we were preparing to welcome our first child, our daughter,...

Topics: Financial Planning

A Yeske Buie App: Not Exactly, But Close!

Posted Dec. 30, 2024

There’s an app for most things these days and easy access to information on our cell phones is the norm – we all like to (and perhaps now expect to!) have information available at our fingertips. Did you know you can create a pseudo-app on...

Topics: Financial Planning, YeskeBuie Millennial

Author: Lauren Stansell, CFP

Thoughts from the Desk of the CPO

Seeds of Savings: The 530A Account Explained

Olympic Overlap 2026

New Year’s Notes from the CPO

One Big Beautiful Bill Act – Part 2

IRS Ends Paper Checks: What You Need to Know

One Big Beautiful Bill Act – Part 1

Mid-Year Reflections from the CPO

Financial Planning for the Parenting Journey

A Yeske Buie App: Not Exactly, But Close!

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