Financial Planning

We spend our entire adult lives working to reach the destination known as retirement: a period of life that many imagine filling with travel, relaxation or endless rounds of golf. In actuality, retirement can be one of the most challenging phases of life and one…

Topics: Financial Planning

As you travel along life’s journey, different opportunities can come across your path that require pooling your resources; buying a house, taking your family on vacation, building an emergency fund, or buying a new car. And when you decide to pursue one of these opportunities,…

Topics: Financial Planning

Daniel Levinson, a psychologist and one of the founders of the positive adult development field, suggests that “at about 28 the provisional character of the twenties is ending and life is becoming more serious…[during] the Age-Thirty Crisis, between age 28 and 32…it is not uncommon…

Topics: Financial Planning

Written By: Karen Simons These days, changing jobs is a fairly commonplace. Chances are you will change jobs more than once in your career, if not several times. These job transitions can be a whirlwind, both exciting and daunting at the same time. It is…

Topics: Financial Planning

FinTech, or Financial Technology, refers to the innovative use of technology to streamline financial activities including lending, investing, making payments, and more, and it has revolutionized the way our society interacts with money. Even if you don’t care for all the fancy smart phone apps,…

Topics: Financial Planning, Yeske Buie Millennial

August is Fraud Awareness Month – the perfect time to spark conversations about how vital fraud prevention is to you personally and to society as a whole. In late 2017, the credit monitoring service Equifax experienced a significant data breach. After all was said and…

Topics: Cybersecurity, Financial Planning

Think about your answers to the following questions: Where is your Last Will and Testament? How about your auto insurance policy? Last year’s tax return? For many of us, our answers are skewed more towards “I don’t know.” And while it’s likely that, if given…

Topics: Financial Planning

Ambiguity about the future seems to be at an all-time high. Technology is rapidly changing. Politics are divisive. War, disease, natural disasters, and stock market volatility fill our nightly headlines. At Yeske Buie, we have a heightened awareness to this apparent state of flux as…

Topics: Financial Planning