Lauren Stansell, CFP, Author at Yeske Buie

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, Yeske Buie 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Required Minimum Distributions (RMD) are, as the name indicates, minimum annual distributions that must be withdrawn from an IRA beginning with the tax year in which the account holder turns 73.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, Yeske Buie Millennial

Student (Loan) Saga – Status

Posted Aug. 17, 2023

In August 2022, President Biden announced his plan to forgive $10,000 - $20,000 of student loan debt for many qualified borrowers. Not long after, a court order blocked the forgiveness until the Supreme Court could hear the case (but applications were still being accepted and...

Topics: Financial Planning

The Investment Answer?

Posted Jun. 08, 2023

The late Dick Wagner, a friend and pioneer of the financial planning profession, once said, “Money is the most powerful and pervasive secular force on the planet.” How true he was. The media (especially social media “finfluencers”) and society are often hyper-focused on money, specifically,...

Topics: Financial Planning

Secure Act 2.0 – Digging Deeper

Posted Apr. 26, 2023

Hopefully you have read or watched our updates on the first seven categories of changes we think are likely to apply to many of our Clients, but Secure Act 2.0 included over 100 changes that could affect you or your loved ones! And while the...

Topics: Financial Planning

Author: Lauren Stansell, CFP

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

Student (Loan) Saga – Status

The Investment Answer?

Secure Act 2.0 – Digging Deeper

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