Financial Planning

Introverts and extroverts. Alphas and betas. Early birds and night owls. Spenders and savers. Whether or not you believe in the idea that opposites attract, it’s not uncommon to find yourself in a committed relationship with a partner who holds different beliefs than your own...
Topics: Financial Planning

As human beings, we gravitate towards cycles, and there are two time periods each year where we often focus on reassessing our behaviors, setting new goals, and starting new habits – the beginning of the New Year and the start of the school year. There’s...
Topics: Financial Planning

From a young age, we learn about the importance of collaboration and how we can work better together. We think the same is true of our role in your life! We believe financial planning done right spans all aspects of life and requires close collaboration...
Topics: Financial Planning

645, 825, 525, 750. No, these are not picks for the upcoming lottery… they’re credit scores. While it may be more fun to daydream about winning the lottery than increasing your credit score, it’s important to understand how your credit score affects your financial life...
Topics: Financial Planning

For many, the shared challenges we’ve faced over the past few years has brought charitable giving to the forefront of their minds. Each year, we work with Clients to make charitable gifts through several traditional methods – Qualified Charitable Distributions from IRAs, donating appreciated shares...
Topics: Financial Planning

As we are all well aware, we are currently facing unprecedented times in our world today. The pandemic is affecting all of us in one way or another, and many have experienced a change in their financial situation. A life transition or life status change...
Topics: Financial Planning

A sharper mind. Reduced stress. Better focus. Stronger resilience. These mental states may feel unattainable given current societal challenges, but they can be a reality through the power of mindfulness, breathing, and meditation. Over the years, the Yeske Buie team has studied and experienced how...
Topics: Financial Planning