Yeske Buie in the Media

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Lauren Stansell Featured on NextGen Planners Podcast

Posted Mar. 30, 2023

We have exciting news! One of our Partners, Lauren Stansell, has been featured on the NextGen Planners podcast. In this episode, Lauren shares about the power of discovery meetings and how she helps her clients pursue their Live Big lives. We at Yeske Buie know...

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Lauren Stansell Named to Forbes’ National List

Posted Mar. 02, 2023

Yeske Buie is proud to share that Lauren Stansell, CFP® has been named to Forbes’ Top Women Wealth Advisors Best-in-State list. She’s the first among the Yeske Buie team to achieve this national honor, ranking 41st among over 70 financial advisors recognized in California. This...

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Top Wealth Adviser Hall of Fame

Posted Feb. 16, 2023

For nearly 15 years, Washingtonian Magazine has published a list of Top Financial Advisors in the DC metro area. The list serves as a resource of highly revered financial planners, tax accountants, insurance professionals, and estate attorneys who are recommended by their peers as people...

Topics: YeBu® News & Events, Yeske Buie in the Media

Psychology of Financial Planning

Posted Jul. 21, 2022

Our very own Dave Yeske recently joined the Gaining Perspective podcast, hosted by Advisor Perspectives, with another esteemed financial planner, Rick Kahler, to discuss the CFP Board’s new book: The Psychology of Financial Planning. This book incorporates new thoughts and materials such as the interpersonal...

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Credit Card Confidence

Posted Mar. 17, 2022

According to WalletHub, there are more than 1,500 different credit cards available to consumers. The freedom of choice can be empowering, but with so many options to choose from, how do you know which one is best for you?! WalletHub has an interactive credit card...

Topics: Yeske Buie in the Media, Yeske Buie Millennial

Way to go, Elissa and Yusuf!

Posted Mar. 03, 2022

If you pick up the March 2022 copy of Washingtonian magazine, you’ll find a few familiar faces smiling back at you. Once again, Elissa Buie and Yusuf Abugideiri have made the magazine’s prestigious Top Financial Advisers list. This recognition feels particularly rewarding, as it is...

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What makes a good – or bad – FInancial advisor?

Posted Feb. 03, 2022

The truth is, it can be difficult to assess the quality of services provided by a financial advisor. Sure, you can look at portfolio returns. But good financial planning is about so much more than returns. So how do you know if you’re working with...

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Roth 401ks: When to Use Them and When to Pass

Posted Nov. 10, 2021

Workers have a number of considerations to keep in mind when saving for retirement – deciding what type of account to fund, how much to contribute, and whether to contribute pre-tax or after-tax dollars, just to name a few. A Barron’s article by Neal Templin...

Topics: Financial Planning, Yeske Buie in the Media

Protecting Your Retirement Nest Egg

Posted Apr. 14, 2021

Every advisor knows how to get money into a portfolio; it’s getting money safely out of your portfolio that can be more challenging. We often hear questions like: How much can I safely spend from my portfolio in retirement? How will I know if I’m...

Topics: Financial Planning, Yeske Buie in the Media

Lauren Stansell Serves as President of Local Chapter

Posted Jan. 20, 2021

SAN FRANCISCO, Ca., January 20, 2021 / PR Newswire / – We are proud to share that Lauren Stansell, CFP®, Partner and Senior Financial Planner at Yeske Buie, will serve as the 2021 President of the Financial Planning Association® (FPA®) of San Francisco. As President,...

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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.

Yeske Buie in the Media

Lauren Stansell Featured on NextGen Planners Podcast

Lauren Stansell Named to Forbes’ National List

Top Wealth Adviser Hall of Fame

Psychology of Financial Planning

Credit Card Confidence

Way to go, Elissa and Yusuf!

What makes a good – or bad – FInancial advisor?

Roth 401ks: When to Use Them and When to Pass

Protecting Your Retirement Nest Egg

Lauren Stansell Serves as President of Local Chapter

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San Francisco Bay Area

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