Author: Lauren Stansell, CFP

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27th. This Act is a large ($2 trillion) stimulus package aiming to help ease the economic struggles caused by the coronavirus and its effects on our citizens, communities, and...
Topics: Economy and Investing, Financial Planning

The SECURE Act, or the Setting Every Community Up for Retirement Enhancement (SECURE) Act, was signed into law on Friday, December 20, 2019, attached to a year-end appropriations bill. While the changes may not be as wide-spread as the Tax Cut and Jobs Act (TCJA)...
Topics: Financial Planning

The Discovery Process is the first step in Yeske Buie’s financial planning process once we’ve decided to work together – but it certainly doesn’t end there! Discovery is a vital and ongoing part of our work together, and as we prepare your financial plan, we...
Topics: Financial Planning

Financial planning is often thought to only include asset management, investing, and number crunching. And all of those pieces matter! But none of it matters if it’s not personal, relatable, and aligned with who you are and what matters to you. Our discovery process is...
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, in the park on a summer night, at a movie theater with comfy lounge chairs, or from the comfort of your own...
Topics: Financial Planning

The 2018 Winter Olympics are upon us! This year’s festivities are being held in PyeongChang, South Korea and began (last night) with figure skating and will further kick off with the opening ceremony today. Throughout the two weeks, competitions will be held in a total...
Topics: Financial Planning

When thinking about estate planning, many topics come to mind – like, what property, houses, and cars you own, who will handle the distribution of your assets, and how you will care for your children, grandchildren, and other loved ones. Often overlooked, however, is the...
Topics: Financial Planning

There are many facets of exploration into the Social Security System and the focus is often on when to collect benefits and how much the benefits will be. There are, however, other pieces of Social Security to be reviewed and discussed prior to that time…

Topics: Financial Planning