Financial Planning

Money-Reading Motivation

Posted Apr. 15, 2021

For many, reading is one of those activities we wish we did more. Whether you get stuck in the selection process or find yourself caving to the temptation to binge the latest Netflix series, it can be difficult to get inspired to sit down and...

Topics: Financial Planning, Firm News & Events, Yeske Buie Millennial

Protecting Your Retirement Nest Egg

Posted Apr. 14, 2021

Every advisor knows how to get money into a portfolio; it’s getting money safely out of your portfolio that can be more challenging. We often hear questions like: How much can I safely spend from my portfolio in retirement? How will I know if I’m...

Topics: Financial Planning, Yeske Buie in the Media

Don’t Be Fooled by Debt

Posted Mar. 31, 2021

“Debt” is a scary word. For many Americans it’s practically taboo. And for good reason: in January, NerdWallet found that the total amount of debt owed by the average American household in 2020 was about $145,000.1 But while there is reason to be cautious, debt...

Topics: Financial Planning

Rescue, Relief, Revival

Posted Mar. 18, 2021

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

How to Have a Wealthy Mindset

Posted Mar. 18, 2021

We all want to be rich. Everyone does. It’s woven into the fabric of today’s consumer-centric society and has been implicit in the “American Dream” ever since this country was founded. The idea that everyone has equal opportunity to achieve financial success is epitomized by...

Topics: Financial Planning, Yeske Buie Millennial

The Magic of Financial Planning

Posted Mar. 04, 2021

We’ve said it before, and we’ll say it again. Financial planning is MAGIC. Financial planning, real financial planning, transforms lives. And a recent New York Times story by Rob Lieber beautifully articulates this belief. In his piece titled “Dad, a Death Sentence, and the Planner...

Topics: Financial Planning

Money and Millennials

Posted Feb. 18, 2021

As members of the Millennial generation – loosely defined as those born between 1981 and 1996 – we are part of one of the country’s largest financial demographics. Millennials are forecast to compromise 75% of the global workforce by 2025(1), and one recent study shows...

Topics: Financial Planning, Yeske Buie Millennial

Reviewing the BeneFits: Renting and Buying

Posted Feb. 08, 2021

We have frequent discussions with Clients asking whether they should rent or buy – they may be asking for themselves, for their aging parents or for their children or grandchildren. As with almost every strategic planning opportunity we discuss with Clients, there are many factors...

Topics: Financial Planning, Yeske Buie Millennial

The Payment Predicament

Posted Feb. 04, 2021

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

The Yeske Buie Playbook

Posted Feb. 01, 2021

Super Bowl LV will see the Kansas City Chiefs square off against the Tampa Bay Buccaneers in Tampa, Florida on Sunday, February 7. News outlets of every sort are filled with predictions of winners and point spreads. Sportscasters, meanwhile, endlessly debate the strengths and weaknesses...

Topics: Financial Planning, Yeske Buie Millennial