Financial Planning

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

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

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

Posted Jan. 07, 2021
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

Posted Jan. 07, 2021
When looking to utilize the equity that you have built in your home, there are two types of home equity loans available: term, also known as closed-end loans, and lines of credit. Because you are using your home as collateral (security) and because the loan...
Topics: Financial Planning

Posted Dec. 10, 2020
Although 2020 has been anything but normal, there are some normal numbers updates we confirm around this time each year. Those numbers include things like maximum IRA contribution amounts, catch-up contributions, Social Security increases, and more. Read on to see the updated numbers you can...
Topics: Financial Planning

Posted Dec. 10, 2020
As we do each year, we are in the process of completing full year-end tax planning reviews for our Clients. In addition to our standard review, we are also considering the impacts of the changes made this year in response to the pandemic, as well...
Topics: Financial Planning

Posted Nov. 12, 2020
We are deeply saddened by the passing of television icon, Alex Trebek. With his quick wit and unwavering dedication to the game, Alex Trebek was more than just a show host. He was a teacher, a jokester, and a curator of tradition for millions of...
Topics: Financial Planning, Fun Stuff
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