Author: Lauren Stansell, CFP

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

The American Rescue Plan, “President Biden’s plan to provide direct relief to Americans, contain COVID-19, and rescue the economy” and his first major piece of legislation, was signed into law on March 11, 2021. The American Rescue Plan includes another round of direct stimulus checks...
Topics: Economy and Investing, Financial Planning

President Joseph R. Biden Jr. was sworn in as the 46th President of the United States on Wednesday, January 20, 2021. But his planning and work as POTUS began long before that. Before his Inauguration, Biden proposed the American Rescue Plan, a $1.9 trillion relief...
Topics: Economy and Investing

Required Minimum Distributions (RMD) are, as the name indicates, minimum annual distributions that must be withdrawn from an IRA beginning with the tax year in which the account holder turns 72. As part of the SECURE ACT, passed in late 2019, the starting age for...
Topics: Financial Planning

Although it was expected much sooner, a new stimulus bill, The Consolidated Appropriations Act of 2021, was signed into law on December 27, 2020. The bill is a whopping 5,593 pages and includes funding for the government through September 2021. Amongst the thousands of pages...
Topics: Financial Planning