Financial Planning

If you’ve seen your spending and saving habits change during the pandemic, you’re not alone. Although the pandemic has been a shared, global experience, everyone’s individual experience has varied; some individuals experienced shifts that have opened new doors, and some have been forced to re-evaluate...
Topics: Financial Planning

Thanks to new regulations and requirements that made a reverse mortgage a more appealing planning strategy for aging clients in multiple scenarios, we're dedicating time to a mini-series that share more information on what a reverse mortgage is, how it works, and more. In the...
Topics: Financial Planning

Watching movies – it’s something we’ve all done and likely continue to do periodically (if not frequently). Whether watching at a drive-in theater, at a movie theater with comfy lounge chairs, or from the comfort of your own home, movies can be a great way...
Topics: Financial Planning

At Yeske Buie, we are constantly pushing ourselves to Learn Big, one of our six established worldviews, as we believe our learning in service of our Clients never ends. Furthermore, we strive not only to Learn Big but also to Think Big by applying the...
Topics: Financial Planning

Many people know the Medicare milestone age of 65 well. People anticipate this age as they’re approaching it (and maybe even many years before) and start thinking about all the pieces of Medicare they’ll need to sign up for, the potential premiums to expect, and...
Topics: Financial Planning

Of the many aspects of our financial lives that can keep us up at night, debt is usually high on the list. According to a 2021 CNBC report1, the average American has $90,460 in debt. Making progress on paying off your debts is similar to...
Topics: Financial Planning

Graduating from a university can be an invigorating yet overwhelming transition, and understandably so. In those four years of college, students experience so many “firsts” – living on their own, learning in a classroom with 100+ other students, and personal self among other things. The...
Topics: Financial Planning, Yeske Buie Millennial

Saving for your next large purchase - a new car, a new appliance, a family vacation, a down payment for a home - gives you an exciting goal to look forward to, although it isn’t always easy. Just like pursuing any goal, there are trade-offs...
Topics: Financial Planning

It is no news to anyone that living through a pandemic made people stop in their tracks and reflect on their lives. The challenges we all faced were an abrupt reminder that life is precious and can turn on a dime, and many people made...
Topics: Financial Planning