TheLiveBigWay® Digest

Posted Mar. 30, 2023
Things are buzzing inside the Yeske Buie community these days, and our traditional Digest format didn’t quite fit all of the pieces we wanted to focus on today. We hope you enjoy the change and find the content to be helpful, engaging, and informative as...
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Posted Mar. 16, 2023
The Three Rs of IRAs Using savings tools like Traditional and Roth IRAs can be a great way to put money away towards your future retirement, and deciding which tool to use is an important decision as there are a number of tax related implications...
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Posted Mar. 02, 2023
Reverse Mortgage Mini-Series: Part IV If you have read the previous pieces in this mini-series, you’ve read about what reverse mortgages are, how they work, when they might make sense, and the general methods through which money can be obtained. Now it’s time for some...
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Posted Feb. 16, 2023
Things to Consider When Changing Banks Change can be a good thing. But change for the sake of change does not always result in progress. If you’re thinking about changing banks, it’s important to consider a number of factors including what kind of service and...
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Posted Jan. 19, 2023
Personal Finance: A Video Series Today we share the first video of a new series focusing on a variety of personal finance related topics. Throughout the series, Financial Planner, Cole DeLucas, will share quick tips and relevant information on employer-provided benefits, cashflow planning, policy-based financial...
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Posted Jan. 05, 2023
The Secure Act 2.0 The SECURE Act 2.0 is here. SECURE stands for Setting Every Community Up for Retirement Enhancement and this bill is all about retirement planning. While there isn’t a headliner provision quite as prolific as there was in the SECURE Act passed...
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Posted Dec. 21, 2022
Welcome to our most-viewed posts of 2022. It was a challenging year for markets and the economy for a number of reasons, including uncertainty around inflation and interest rates. Congruently, our commentary on these topics was most popular with our visitors. We were pleased to...
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Posted Dec. 08, 2022
The Two Week Look: Systematic Rebalancing While Yeske Buie’s investment philosophy may appear to be passive, our approach to monitoring the components of our client portfolios is anything but. We are constantly evaluating the shifting landscape, and we “look” more frequently than we take action....
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Posted Nov. 23, 2022
For today's post-Thanksgiving Day edition of the Digest, we share a lighter take on our typical content with bite-sized blurbs featuring surveys, articles, and videos to boost your holiday spirit and provide you with conversation starters for your holiday gatherings. We hope you enjoy the...
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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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