Author: Ryan Kelly, CFP

The words “lifestyle creep” often conjure negative thoughts and images: someone living paycheck to paycheck even as they earn a six-figure salary, for example. Indeed, lifestyle creep – a gradual increase in spending as your income rises – has been the boogeyman of many personal...
Topics: Financial Planning

What was intended to be financial advice quickly became a cultural flashpoint: “Stop buying avocado toast if you want to buy a home.” The driving idea behind this infamous title of a Time Magazine article in May 2017 was that young people around the world...
Topics: Economy and Investing

We are closely monitoring the developments in the federal government as the current administration attempts to consolidate its power and downsize the federal workforce. One such development that we are paying particular attention to is the downsizing of the Department of Education. After about half...
Topics: Financial Planning

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: Give Big, YeBu® News & Events

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

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