Financial Planning

Expert Spotlight: Tony Sutphin on why you should complete the FAFSA even if you don’t think you qualify for college financial aid

Posted Jan. 04, 2013

Tony Sutphin is the CEO of not-for-profit YesToCollege.org and has worked in the financial aid community for many years. He is passionate about helping families understand that they do not make too much money to be eligible for financial aid. Find out why in the following...

Topics: Financial Planning, Yeske Buie Millennial

What Happened To The Fiscal Cliff?

Posted Jan. 04, 2013

There has been no negotiation reached on how to deal with the nation’s borrowing limit and the deadline for mandatory spending cuts has been extended for two months. However, a significant amount of what relates to individual taxpayers has been addressed in the American Taxpayer…

Topics: Financial Planning

Tax Planning for the Fiscal Cliff: The Strategic Perspective

Posted Dec. 27, 2012

We recently posted an analysis of the tradeoffs involved with realizing embedded capital gains in 2012 before presumed higher rates kick in starting January 1 (Cliffhanger: The Fiscal Cliff and Year-End Planning), in which we focused largely on the tradeoff between keeping more capital invested and eventually having gains…

Topics: Financial Planning

Slippery slope: budget negotiations, the markets, and you

Posted Dec. 21, 2012

We’re sure that you’re sick and tired of hearing about the fiscal cliff at this point, and we don’t blame you. The looming tax increases and spending cuts have spawned no end of “cliffhangers” and “Cliff Notes” describing the impending doomsday if Congress and the White…

Topics: Economy and Investing, Financial Planning

Money Savvy Pig featured in The Wall Street Journal

Posted Dec. 14, 2012

The Money Savvy Pig was cited as one of five gifts to encourage good financial education/management in an article in the WSJ’s Personal Finance section entitled, “Gifts for the Financially Inclined”. In the article, journalist Simon Constable talks about the story behind the Money Savvy Pig……

Topics: Articles of Interest, Financial Planning

TheLiveBigWay Digest – Cliffhanger: The Fiscal Cliff and Year-End Planning

Posted Nov. 30, 2012

We’ve all heard more than enough about the Fiscal Cliff that looms at year’s end and the ongoing negotiations between the White House and Congress aimed at avoiding it. As you might imagine, we’ve expended a great deal of time and energy analyzing the various…

Topics: Economy and Investing, Financial Planning, TheLiveBigWay® Digest

TheLiveBigWay Digest – Simpson Bowles edition

Posted Nov. 16, 2012

We’ve all heard about the Simpson Bowles Commission (technically, the National Commission on Fiscal Responsibility and Reform), which was created by President Obama in early 2010 and delivered its final report on December 1 of that same year. Neither Congress nor the White House embraced…

Topics: Economy and Investing, Financial Planning, TheLiveBigWay® Digest

Financial Planning Wonk – Internal Rate of Return (IRR) v Time-Weighted Return (TWR)

Posted Oct. 31, 2012

Your Client Private Page® currently has two types of returns displayed at the bottom of the Comparative Performance Review report. Here is how to differentiate between the two: Internal Rate of Return (IRR) Time-Weighted Return (TWR) This rate of return is also known as the...

Topics: Economy and Investing, Financial Planning

Emergency Preparedness 101: Zombie Apocalypse

Posted Oct. 31, 2012

“There are all kinds of emergencies out there that we can prepare for. Take a zombie apocalypse for example. That’s right, I said z-o-m-b-i-e a-p-o-c-a-l-y-p-s-e. You may laugh now, but when it happens you’ll be happy you read this, and hey, maybe you’ll even learn...

Topics: Financial Planning

Cliffs Notes version of Obamacare

Posted Aug. 31, 2012

Since we’re spending so much time talking about “cliffs”, we thought we’d introduce you to our friend Carolyn McClanahan, MD/CFP, physician and financial planner. Carolyn, who writes for Forbes, has made herself an expert on all aspects of the Affordable Care Act and shares her…

Topics: Articles of Interest, 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

Expert Spotlight: Tony Sutphin on why you should complete the FAFSA even if you don’t think you qualify for college financial aid

What Happened To The Fiscal Cliff?

Tax Planning for the Fiscal Cliff: The Strategic Perspective

Slippery slope: budget negotiations, the markets, and you

Money Savvy Pig featured in The Wall Street Journal

TheLiveBigWay Digest – Cliffhanger: The Fiscal Cliff and Year-End Planning

TheLiveBigWay Digest – Simpson Bowles edition

Financial Planning Wonk – Internal Rate of Return (IRR) v Time-Weighted Return (TWR)

Emergency Preparedness 101: Zombie Apocalypse

Cliffs Notes version of Obamacare

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