Financial Planning

Posted Jan. 09, 2020
As financial planners, we are entrusted with one of life’s most precious and delicate subjects, money. And it’s no news to us or to you that discussing money, even with a financial planner, can sometimes be difficult. In fact, according to a 2014 Wells Fargo...
Topics: Financial Planning

Posted Nov. 27, 2019
According to the National Retail Federation, more than 165 million people are expected to shop the sales this weekend. With the explosion of retail emails, TV commercials, and paper ads that will inevitably catch your eye this weekend, it can be easy to overspend and...
Topics: Financial Planning

Posted Nov. 14, 2019
Schwab Alliance is a version of the Schwab.com website that provides secure, on-demand access to important information on your Schwab accounts. Accessible via website or mobile app, Schwab Alliance allows you to monitor your accounts, stay informed of requests and transactions, deposit checks, access account...
Topics: Cybersecurity, Financial Planning

Posted Oct. 16, 2019
As our Clients approach retirement and prepare to begin making distributions from their portfolio to meet their spending needs, we often hear questions like these: How much can I safely spend from my portfolio in retirement? How will I know if I’m heading for trouble?...
Topics: Financial Planning

Posted Sep. 05, 2019
The Discovery Process is the first step in Yeske Buie’s financial planning process once we’ve decided to work together – but it certainly doesn’t end there! Discovery is a vital and ongoing part of our work together, and as we prepare your financial plan, we...
Topics: Financial Planning

Posted Sep. 05, 2019
As is Yeske Buie tradition, the Yeske Buie Financial Planning Team once again attended the FPA Far West Roundup in Santa Cruz, California. A relaxed and intimate conference, Far West Roundup facilitates deeper, more personal discussions and allows planners to forge connections with many of...
Topics: Financial Planning

Posted Aug. 22, 2019
Financial planning is often thought to only include asset management, investing, and number crunching. And all of those pieces matter! But none of it matters if it’s not personal, relatable, and aligned with who you are and what matters to you. Our discovery process is...
Topics: Financial Planning

Posted Aug. 08, 2019
Although the era of HBO’s record-breaking TV series, Game of Thrones, is over and our watch has, quite literally, ended, there are a number of valuable lessons – both personal and financial – that we can take with us for years to come. Whether you’re of...
Topics: Financial Planning, Fun Stuff
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