The Natovitz group recently presented a one-day workshop for financial planners titled “The Final Life Chapter: The Vital Role Advisors Play as Clients and Their Families Plan for Extended Care.” Two of our Associate Financial Planners, Sabina and Yusuf, joined a group of local professionals…
The Yeske Buie Financial Planning Team (Elissa Buie, Dave Yeske, Yusuf Abugideiri, Jennifer Micieli, Jennifer Hicks, Lauren Stansell, and Sabina Smailhodzic) attended FPA Far West Roundup (FWR), an annual financial planning conference that was held on Thursday, August 14 to Sunday, August 17, 2014 on…
The Yeske Buie Financial Planning Team attended the 2014 FPA Far West Round-Up Conference in Santa Cruz from Thursday, August 14 to Sunday, August 17. The Round-Up has many features of the Old West, including a designated sheriff (leader), posse (conference committee), and greenhorns (the…
I recently took some time to reflect on many of the families I have worked with over the years and the challenges we have faced together. Thankfully, in most of those situations, we were relatively successful in addressing those challenges. In this article, I summarize those concerns…
Philip Seymour Hoffman’s untimely death on February 2 ended a great film career and we mourn for both the man and the future film-going pleasure we will all now be denied. As is so often the case when a public figure passes away, Hoffman’s will…
It’s about that time of year. If you are participating in holiday shopping and/or gift giving, here are four ways to take the bite out of the bill… 1. Spend Wisely If you are going to spend your hard-earned dollars, make sure that you are doing…
This is part of the Patient Protection and Affordable Care Act that President Obama signed into law on March 23, 2010, also dubbed ‘Obamacare’. The fact that these health insurance marketplaces are government-sponsored does not mean the government will itself be issuing insurance as some…
