Financial Planning

Divorce – Are You Ready or At Least Organized?

Posted Nov. 14, 2019

The decision to get divorced is never easy. Even if it is your idea, there is a lot of thinking involved. To be ready to divorce your partner usually means being able to make a clear unemotional decision that you can stand by through time....

Topics: Financial Planning

A Strong Alliance

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

The DFA Approach: Maximizing Return and Minimizing Risk

Posted Oct. 31, 2019

It has been said time and again: “markets climb a wall of worry”. The world can be an uncertain place, and investors like to be appropriately compensated for assuming the risk of being stock market participants. DFA (Dimensional Fund Advisors), the mutual fund company that...

Topics: Financial Planning

Turning Your Portfolio into a Paycheck

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

TheLiveBigWay® Financial Planning Process

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

Impactful Takeaways from Far West Round Up

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

Discovery Insights: Our Process, Your Journey

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

Financial Lessons from Game of Thrones

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

Yeske Buie in the Media: Fighting Cancer’s ‘Financial Aftershocks’

Posted Jul. 19, 2019

Yeske Buie has long supported the Foundation for Financial Planning, the nation’s only nonprofit charity solely devoted to supporting the delivery of pro bono financial planning. The Foundation’s most recent initiative, Pro Bono for Cancer, works to match financial planners like us with families whose...

Topics: Financial Planning, Yeske Buie in the Media

Confirmation Bias: Helping to Break the Spell

Posted Jul. 19, 2019

As human beings, it’s instinctual to take in information about the world around us and use it to inform our decisions and beliefs. And while this instinct has helped us evolve, it is important to be aware that we are susceptible to a psychological tendency...

Topics: Financial Planning