Author: Lauren Stansell, CFP

Posted May. 06, 2022
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

Posted Apr. 04, 2022
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

Posted Jan. 27, 2022
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

Posted Oct. 23, 2021
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

Posted Jul. 01, 2021
Thanks to new regulations and requirements that made a reverse mortgage a more appealing planning strategy for aging clients in multiple scenarios, we're dedicating time to a mini-series that share more information on what a reverse mortgage is, how it works, and more. In the...
Topics: Financial Planning

Posted Jun. 28, 2021
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

Posted Jun. 28, 2021
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

Posted Jun. 24, 2021
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
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At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.
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