Lauren Stansell, CFP, Author at Yeske Buie

The Secure Act 2.0

Posted Jan. 05, 2023

The SECURE Act 2.0 is here. It’s part of the 4,000+ page New Year’s gift to us all that was signed into law on December 29, 2022 by President Biden, also known as the Consolidated Appropriations Act of 2023. SECURE stands for Setting Every Community...

Topics: Financial Planning

How the Alphabet Affects Your Charitable Giving

Posted Nov. 10, 2022

IRA, RMD, QCD… what does it all mean? Maybe you know, maybe you don’t. We’re here to help! We’re going to talk about charitable giving in retirement and how you might be able to use these acronyms to get more bang for your tax-deductible buck...

Topics: Financial Planning

Young People and Debit/Credit Cards – Why It’s a Great Idea

Posted Sep. 08, 2022

If you give a mouse a cookie…who remembers that book? We’re not talking about mice or cookies, but, instead, children and young adults and debit and credit cards. Allowance might be something that’s happening in your household, and there are always more expenses that pop...

Topics: Financial Planning

Reverse Mortgage Mini-Series: Part III

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

The Payment Predicament

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

Credit Card Confidence

Posted Mar. 17, 2022

According to WalletHub, there are more than 1,500 different credit cards available to consumers. The freedom of choice can be empowering, but with so many options to choose from, how do you know which one is best for you?! WalletHub has an interactive credit card...

Topics: Yeske Buie in the Media, Yeske Buie Millennial

Soundbite: What’s to Come from Washington?

Posted Mar. 03, 2022

If you were paying attention to discussions about Biden's Build Back Better plan in 2021, you may have heard a lot about big potential tax law changes. But there hasn’t been much discussion in the new year – so what might be coming from Washington...

Topics: Webinars and Videos

Olympic Overlap

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

To Roth or Not

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

Reverse Mortgage Mini-Series: Part II

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

Author: Lauren Stansell, CFP

The Secure Act 2.0

How the Alphabet Affects Your Charitable Giving

Young People and Debit/Credit Cards – Why It’s a Great Idea

Reverse Mortgage Mini-Series: Part III

The Payment Predicament

Credit Card Confidence

Soundbite: What’s to Come from Washington?

Olympic Overlap

To Roth or Not

Reverse Mortgage Mini-Series: Part II

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