Ryan Kelly, CFP, Author at Yeske Buie

Connecting Students with Finance Role Models

Posted Dec. 16, 2024

Give Big Spotlight: Junior Achievement Finance Park One key element of Yeske Buie’s Give Big philosophy is the importance of financial literacy. Yeske Buie has curated a financial literacy program which helps our Clients educate their children and grandchildren about money because we believe that...

Topics: Financial Planning, Yeske Buie Millennial

Disability Insurance: A Blind Spot in Financial Planning

Posted Mar. 13, 2024

For most working people, human capital (the value of one’s knowledge, skills, and potential for earning future income) is their most valuable asset. Anything that interrupts those earnings can wreak havoc on one’s financial plan, so it is important to have sufficient protection. Read on...

Topics: Financial Planning

Navigating Your Financial Future: Is it Time to Hire a Financial Planner?

Posted Oct. 12, 2023

Have you wondered if you might benefit from hiring a financial planner? Or asked yourself what could a financial planner do for you and if the service is worth the cost? Financial planning pioneer Dick Wagner, JD. CFP® was known for saying, “Money is the...

Topics: Financial Planning

Motivational Interviewing as a Tool for Change

Posted Jun. 22, 2023

At Yeske Buie, we understand that change is hard. We have all experienced the desire to make a change in our lives, whether the change involves discarding a bad habit, acquiring a new skill, or making a big life transition. Every day, Clients come to...

Topics: Financial Planning

How It Works: TheLiveBigWay® Safe-Spending System

Posted May. 11, 2023

We believe we bring value to our Clients in a number of ways, but one of the most significant ways we impact their lives is through TheLiveBigWay® Safe-Spending System. We’ve discussed the philosophy behind this system in the past, focusing primarily on our approach to...

Topics: Financial Planning

The Two Week Look: Systematic Rebalancing

Posted Dec. 08, 2022

As financial planners, managing client accounts and investments is a major component of the work that we do. We take on a number of responsibilities in this sphere, one of which is the process of rebalancing. The rebalancing process is the quintessential application of the...

Topics: Economy and Investing

Live Big® Maps: Your Goals Come to Life

Posted Jun. 15, 2022

Financial planning derives its greatest value from a deep relationship between a planner and the Client. We’ve written about the importance of our discovery process before and the behavioral science research behind it. As a product of our discovery process, we assemble the Live Big®...

Topics: Financial Planning

How It Works: Social Security

Posted May. 19, 2022

The vast majority of resources on Social Security focus on the thousands of rules and the myriad of strategies to maximize your Social Security benefits. There simply don't seem to be enough resources, though, that explain how Social Security actually works when you’re ready to...

Topics: Financial Planning

March Madness Money Lessons

Posted Mar. 30, 2022

The NCAA Men’s and Women's Basketball Tournament – the pinnacle of the sport – is upon us. This three-week long tournament attracts attention far beyond the alumni of the respective schools. For reference, the 2022 men's championship game between Kansas and UNC captured the attention...

Topics: Financial Planning, Yeske Buie Millennial

Five Financial Fears to Face Head On

Posted Oct. 28, 2021

Ask your child what they’re afraid of, and they may say the dark, a monster under the bed, or their school principal. Turn to your friends, however, and you may find that financial concerns – not “things that go bump in the night” – start...

Topics: Financial Planning

Author: Ryan Kelly, CFP

Connecting Students with Finance Role Models

Disability Insurance: A Blind Spot in Financial Planning

Navigating Your Financial Future: Is it Time to Hire a Financial Planner?

Motivational Interviewing as a Tool for Change

How It Works: TheLiveBigWay® Safe-Spending System

The Two Week Look: Systematic Rebalancing

Live Big® Maps: Your Goals Come to Life

How It Works: Social Security

March Madness Money Lessons

Five Financial Fears to Face Head On

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