Financial Planning

To DCA or Not to DCA – Is It Even a Question?

Posted Jun. 06, 2024

“Markets gonna market.” What does that even mean? It’s a fun little saying that echoes off the walls in our offices from time to time. And it’s a play off the phrase “people gonna people,” which is shorthand for “people are gonna do what people...

Topics: Economy and Investing, Financial Planning

Mutual Funds 101

Posted Apr. 25, 2024

Mutual funds are the most held type of investment vehicle, with over half of US households owning shares of at least one. At Yeske Buie, mutual funds are the foundational investments we use in our Client portfolios to, among other things, ensure our Clients’ investments...

Topics: Financial Planning

Financial Planning Policies for Young Adults

Posted Apr. 11, 2024

We often use the phrase that young people have an implicit superpower when it comes to saving – their age! The decisions that you make (good or bad) as a 23-year-old will have a significantly larger influence on your future than the decisions you make...

Topics: Financial Planning, Yeske Buie Millennial

Disability Insurance: A Blind Spot in Financial Planning

Posted Mar. 13, 2024

For most working people, human capital (the value of one’s knowledge, skills, and potential for earning future income) is their most valuable asset. Anything that interrupts those earnings can wreak havoc on one’s financial plan, so it is important to have sufficient protection. Read on...

Topics: Financial Planning

Empowering Girls with Financial Literacy

Posted Feb. 28, 2024

The ability to understand, manage, and make informed decisions about money is not just about finance; it’s a path towards independence, equality, and empowerment. In this space, we dive into the importance of financial literacy for girls, and also hear from our team members about...

Topics: Financial Planning, Yeske Buie Millennial

Enhancing Your Relationship with Money

Posted Feb. 15, 2024

We've used this space to discuss different ways to navigate relationships and money, though the focus has been on your relationship with another person and the ways that money can have an impact. Today, we'd like to offer a fresh perspective and focus on your...

Topics: Financial Planning

The Yeske Buie Playbook

Posted Feb. 01, 2024

Super Bowl LVIII will see the Kansas City Chiefs square off against the San Francisco 49ers in Las Vegas, NV on Sunday, February 11. News outlets of every sort are filled with predictions of winners and point spreads. Sportscasters, meanwhile, endlessly debate the strengths and...

Topics: Financial Planning, Yeske Buie Millennial

Financial Planning for Individuals with Disabilities

Posted Jan. 18, 2024

Financial planning is a valuable process for anyone, and becomes even more critical for those supporting loved ones with disabilities. This kind of planning requires accounting for the resources needed to support the loved one in childhood and potentially into adulthood, and becomes even more...

Topics: Financial Planning

Required Minimum Distributions (RMDs)

Posted Jan. 15, 2024

Required Minimum Distributions (RMD) are, as the name indicates, minimum annual distributions that must be withdrawn from an IRA beginning with the tax year in which the account holder turns 73. The IRS requires these annual distributions to help ensure that account holders don’t simply...

Topics: Financial Planning

The Health Insurance Marketplace

Posted Dec. 29, 2023

Open enrollment for 2024 health insurance coverage through the Health Insurance Marketplace opened on November 1, 2023 and continues through January 16, 2024. Before you start your application, take time to review this quick guide from the HealthCare.gov website to help you learn more about...

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

To DCA or Not to DCA – Is It Even a Question?

Mutual Funds 101

Financial Planning Policies for Young Adults

Disability Insurance: A Blind Spot in Financial Planning

Empowering Girls with Financial Literacy

Enhancing Your Relationship with Money

The Yeske Buie Playbook

Financial Planning for Individuals with Disabilities

Required Minimum Distributions (RMDs)

The Health Insurance Marketplace

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Washington, D.C. Metro Area

San Francisco Bay Area

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