Financial Planning

Posted Jun. 15, 2022
Financial planning derives its greatest value from a deep relationship between a planner and the Client. We’ve written about the importance of our discovery process before and the behavioral science research behind it. As a product of our discovery process, we assemble the Live Big®...
Topics: Financial Planning

Posted May. 19, 2022
The vast majority of resources on Social Security focus on the thousands of rules and the myriad of strategies to maximize your Social Security benefits. There simply don't seem to be enough resources, though, that explain how Social Security actually works when you’re ready to...
Topics: Financial Planning

Posted May. 06, 2022
As a refresher, a reverse mortgage allows a homeowner to convert some of the equity in his or her home into cash or a line of credit available for spending (or to be used to eliminate a small primary mortgage and increase cash flow that...
Topics: Financial Planning

Posted Apr. 29, 2022
Getting caught in the rain without an umbrella may cost you a new outfit, but getting caught in the aftermath of an incident without an umbrella insurance policy could cost you way more! While an umbrella protects you from the elements, a personal umbrella insurance...
Topics: Financial Planning

Posted Apr. 29, 2022
It feels like your loved one’s financial and legal affairs are in good shape. They have a will and a trust; they have named a power of attorney; they have life insurance policies, health directives, and documented plans for their property and other physical assets....
Topics: Financial Planning

Posted Apr. 29, 2022
Love can make the world go 'round! But when you think about your favorite memories with your sweetheart, do you think about your financial conversations? Probably not. Money talk with your significant other is an important part of a complete and healthy relationship, although it...
Topics: Financial Planning

Posted Apr. 29, 2022
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 a time of emotion,...
Topics: Financial Planning

Posted Apr. 04, 2022
According to Nerd Wallet and EducationData.org, the total student loan debt in the United States is about $1.67 trillion, and 2018 college grads with student loans owe an average of $29,200. With such significant numbers at stake, there’s no doubt that those who have federal...
Topics: Financial Planning

Posted Mar. 30, 2022
The NCAA Men’s and Women's Basketball Tournament – the pinnacle of the sport – is upon us. This three-week long tournament attracts attention far beyond the alumni of the respective schools. For reference, the 2022 men's championship game between Kansas and UNC captured the attention...
Topics: Financial Planning, Yeske Buie Millennial
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Vienna, VA 22180
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San Francisco, CA 94104

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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.
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