Author: Lauren Stansell, CFP

As a refresher, a reverse mortgage allows a homeowner to convert some of the equity in his or her home into cash or a line of credit available for spending (or to be used to eliminate a small primary mortgage and increase cash flow that...
Topics: Financial Planning

According to Nerd Wallet and EducationData.org, the total student loan debt in the United States is about $1.67 trillion, and 2018 college grads with student loans owe an average of $29,200. With such significant numbers at stake, there’s no doubt that those who have federal...
Topics: Financial Planning

Once again, the Olympic games are upon us! The 2022 winter games are being held in Beijing, China from February 4 through February 20 and will feature classic sports (like figure skating, speed skating, curling, skiing, and snowboarding) with seven new events in snowboarding, bobsled,...
Topics: Financial Planning

A Roth conversion is a taxable transfer of assets from your traditional, SEP, or SIMPLE IRA to a Roth IRA in an effort to take advantage of the tax and withdrawal benefits of a Roth IRA. Not only do assets grow tax-deferred in a Roth...
Topics: Financial Planning

Staying true to Yeske Buie's Learn Big worldview, we are committed to learning more about reverse mortgages and how they may be used as strategic planning tools for our Clients. This initiative was partially started thanks to new regulations and requirements that made reverse mortgages...
Topics: Financial Planning

Watching movies – it’s something we’ve all done and likely continue to do periodically (if not frequently). Whether watching at a drive-in theater, at a movie theater with comfy lounge chairs, or from the comfort of your own home, movies can be a great way...
Topics: Financial Planning

At Yeske Buie, we are constantly pushing ourselves to Learn Big, one of our six established worldviews, as we believe our learning in service of our Clients never ends. Furthermore, we strive not only to Learn Big but also to Think Big by applying the...
Topics: Financial Planning

Many people know the Medicare milestone age of 65 well. People anticipate this age as they’re approaching it (and maybe even many years before) and start thinking about all the pieces of Medicare they’ll need to sign up for, the potential premiums to expect, and...
Topics: Financial Planning