Lauren Stansell, CFP, Author at YeskeBuie

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

A Message from the Chief Planning Officer

Posted Sep. 23, 2024

Dear Yeske Buie Community, It is a great honor to be writing to you as Chief Planning Officer of Yeske Buie. Every step that has gotten me to this point in my career is near and dear to my heart – from my childhood to...

Topics: Financial Planning

Required Minimum Distributions (RMDs)

Posted Jan. 15, 2024

Required Minimum Distributions (RMD) are, as the name indicates, minimum annual distributions that must be withdrawn from an IRA beginning with the tax year in which the account holder turns 73. The IRS requires these annual distributions to help ensure that account holders don’t simply...

Topics: Financial Planning

Planning Your Digital Legacy

Posted Oct. 26, 2023

Welcome to our Digital Estate Planning mini-series. Our worlds continue to get more digital; many of us spend countless hours on our phones keeping up with loved ones, emailing, shopping, and spending more time reading (doom scrolling?) the news or on social media than we...

Topics: Cybersecurity, Financial Planning, YeskeBuie Millennial

Author: Lauren Stansell, CFP

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!

A Message from the Chief Planning Officer

Required Minimum Distributions (RMDs)

Planning Your Digital Legacy

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