Financial Planning

The CARES Act

Posted Apr. 02, 2020

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27th. This Act is a large ($2 trillion) stimulus package aiming to help ease the economic struggles caused by the coronavirus and its effects on our citizens, communities, and...

Topics: Economy and Investing, Financial Planning

Asset Protection

Posted Apr. 02, 2020

In turbulent times like these, our Clients often ask how we’re protecting their assets. In this piece, we’ll focus on the measures our strategic partner, Charles Schwab, takes to ensure our Clients’ accounts are safe. Schwab is one of the largest and best capitalized broker/dealers...

Topics: Economy and Investing, Financial Planning

Staying Calm in Scary Times

Posted Mar. 16, 2020

We’re checking in with you because the week has opened with another scary drop in the markets. Our main message is a simple one: whatever happens to your investments in the short-run, it will be fine in the long-run. Here’s why. You’ve heard from us...

Topics: Economy and Investing, Financial Planning

Checking in… and a hug

Posted Mar. 10, 2020

You are probably expecting one of Dave’s amazing “valium grams”. But today you get to hear from me. And I’m writing about anxiety. This Coronavirus situation is scary. I’m a bit scared. And I don’t know where it is going to go (“I’m not a...

Topics: Economy and Investing, Financial Planning

You Thought You Were Done? Maintaining Your Estate Plan

Posted Mar. 05, 2020

How often do you think about your estate plan? The answer is probably not very often. Most people think that once the process of creating an estate plan is done, the plan can simply sit; they thought it through at the time and put it...

Topics: Financial Planning

Tips to Thwart Tax Thieves

Posted Feb. 26, 2020

Protecting your identity and your taxes can feel like an uphill battle. Each year around this time, we like to share reminders of best practices to keep your identity safe as awareness is a key component to protecting your identity. Typically, tax season brings about...

Topics: Cybersecurity, Financial Planning, Yeske Buie Millennial

The SECURE Act

Posted Feb. 20, 2020

The SECURE Act, or the Setting Every Community Up for Retirement Enhancement (SECURE) Act, was signed into law on Friday, December 20, 2019, attached to a year-end appropriations bill. While the changes may not be as wide-spread as the Tax Cut and Jobs Act (TCJA)...

Topics: Financial Planning

A Secure Path

Posted Feb. 20, 2020

Being financially responsible is not always an easy task. We encounter financial decisions – like the following – on a regular basis, and it can be difficult to know which path will help us achieve our goals. How do we invest our savings? How much...

Topics: Financial Planning

“We are always thinking about YOU, the Client…”

Posted Feb. 05, 2020

At Yeske Buie, serving our Clients is the heart of our business. And to best serve our Clients, we believe that we must always put their needs first, understand who and what matters most in their lives, and use the best available science to craft...

Topics: Financial Planning, Yeske Buie in the Media

FSA vs. HSA: What’s the Difference?

Posted Feb. 05, 2020

Health care costs - premiums, deductibles, copays, and other out-of-pocket expenses – can be unpredictable and add up quickly. As such, it’s important to have an effective health care plan in place, and the IRS offers two strategies that can be taken advantage of: the...

Topics: Financial Planning