Financial Planning’s Mission During Life Transitions As summer slides into fall, signs of the changing seasons can be seen across the country and remind us of the rhythm of life’s changes. As financial planners, we are in a unique and privileged position to share in…
Is a Mortgage Refinance Smart for You? Could you be making your mortgage payments more efficiently? Refinancing may offer you the opportunity to align your mortgage more closely with your broader financial goals. That said, refinancing is a complex decision, and many factors will affect…
Back to Basics: Trusts, Trustees and Beneficiaries You might be surprised how important an understanding of your estate plan is to your adult children, other important members of your family, and friends who you have elected to play a role in your estate plan. This…
What is Wealth: The Size of Your Life or the Size of Your Wallet? What is wealth? At Yeske Buie, we make our stance on this question very clear. For us, it’s about the size of your life, not the size of your wallet®. The…
Let’s Converse About Reverse Mortgages Thanks to updated regulations and requirements, reverse mortgages have become a more appealing planning strategy for aging clients in multiple scenarios. In an effort to capture and share some ways reverse mortgage can be a valuable tool, we wrote a…
Have You Reviewed Your Earnings Record? Social Security is a topic that starts to come into conversation as retirement approaches – When can I start to receive benefits? How much will my benefit be? What about my spouse’s benefit? In addition to discussing and reviewing…
Vacation Temptation With the first day of summer less than a week away, it’s likely that you have some kind of vacation or relaxation days on your calendar in the next few months. Depending on how you choose to Live Big®, the vacation may involve…
Health Care Costs in Retirement – Projecting for an Uncertain Future Financial Planning is a profession full of unknowns – you don’t know how the market will perform, you don’t know exactly how much you’ll spend in retirement, and you definitely don’t know what your…
National 529 College Savings Plan Day Planning for higher education costs is frequently a topic we discuss with our Clients. It can be tricky to decide when and how to start saving because of the unknown factors that make estimating college costs challenging. We have…
Three Questions to Ask Yourself When Saving for a Large Purchase Saving for your next large purchase gives you an exciting goal to look forward to, although it isn’t always easy. Just like pursuing any goal, there are trade-offs to consider. Unless you’re expecting to…