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

Yeske Buie and the Financial Planning Association

Posted Feb. 03, 2020

If you were to peruse the Our Team section of the Yeske Buie website, you would find various mentions of the Financial Planning Association® (FPA®) in the biographies of all of our Financial Planning Team. For example: Elissa played a significant role in merging the...

Topics: Financial Planning

Protect Your Child’s Future Credit

Posted Jan. 23, 2020

With our lives continuing to move further online, never before has so much of our personal information been so widely available. We hope that you’ve taken proper preventative measures to protect your personal information in this reality, and wonder if you’ve taken the same precautions...

Topics: Financial Planning

Meaningful Money Conversations

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

New Year’s Financial Resolutions

Posted Jan. 02, 2020

Looking for inspiration for your New Year's resolutions? We've compiled a list of financial resolutions for you to consider adopting this year. Don’t Look! (at the tickers) The first resolution we encourage you to take on this year should be the simplest, as it actually...

Topics: Financial Planning, Yeske Buie Millennial

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: Dimensional Fund Advisors, Economy and Investing, 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

About

At Yeske Buie, our purpose is to empower people to pursue their Live Big^® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.

Financial Planning

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

FSA vs. HSA: What’s the Difference?

Yeske Buie and the Financial Planning Association

Protect Your Child’s Future Credit

Meaningful Money Conversations

New Year’s Financial Resolutions

A Strong Alliance

The DFA Approach: Maximizing Return and Minimizing Risk

Turning Your Portfolio into a Paycheck

TheLiveBigWay® Financial Planning Process

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Washington, D.C. Metro Area

San Francisco Bay Area

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