Yeske Buie Millennial

Reviewing the BeneFits: Renting and Buying

Posted Feb. 08, 2021

We have frequent discussions with Clients asking whether they should rent or buy – they may be asking for themselves, for their aging parents or for their children or grandchildren. As with almost every strategic planning opportunity we discuss with Clients, there are many factors...

Topics: Financial Planning, Yeske Buie Millennial

Don’t Let Mayhem Get the Best of You

Posted Jul. 17, 2020

If you’re a member of Gen Z or the Millennial generation, or if you care about someone in these generations, we want to talk to you about why young people need liability insurance. There are three simple principles to consider: - If you are a...

Topics: Financial Planning, Yeske Buie Millennial

Tips to Thwart Tax Thieves

Posted Feb. 26, 2020

Protecting your identity and your taxes can feel like an uphill battle. Each year around this time, we like to share reminders of best practices to keep your identity safe as awareness is a key component to protecting your identity. Typically, tax season brings about...

Topics: Cybersecurity, Financial Planning, Yeske Buie Millennial

Ask the Experts: Budgeting for a Wedding

Posted Feb. 08, 2020

Each year, Wallet Hub releases their list of "Best Places to Get Married", highlighting cities with the lowest and highest wedding costs, most and fewest wedding chapels, event planners, bridal shops, and more. To supplement the research findings, the list also includes an “Ask the...

Topics: Yeske Buie in the Media, Yeske Buie Millennial

New Year’s Financial Resolutions

Posted Jan. 02, 2020

Looking for inspiration for your New Year's resolutions? We've compiled a list of financial resolutions for you to consider adopting this year. Don’t Look! (at the tickers) The first resolution we encourage you to take on this year should be the simplest, as it actually...

Topics: Financial Planning, Yeske Buie Millennial

Healthy Technology Habits

Posted Jul. 16, 2019

Identity protection has never been a hotter topic, and it seems as if securing your identity is growing more challenging by the day. Hackers, phishers, and identity thieves continue to find new ways to cause security breaches and infiltrate people’s databases, email and financial accounts....

Topics: Cybersecurity, Financial Planning, Yeske Buie Millennial

An Investment Approach That’s Stable, Not Static

Posted Jun. 04, 2019

From an outside perspective, it can be easy to label Yeske Buie’s investment philosophy as “passive.” However, while that descriptor is partly true (i.e. we do not churn the holdings of our Clients’ accounts or turn our approach upside-down based on the latest industry trends...

Topics: Economy and Investing, Yeske Buie Millennial

Before I Die…

Posted May. 29, 2019

As always, this year’s Annual Retreat hosted by the Financial Planning Association was impactful, insightful, and full of learnings; the speakers delivered exceptional, leading-edge presentations. But out of the dozens of spectacular presentations, there was one session that was so powerful, Elissa Buie said that...

Topics: Financial Planning, Fun Stuff, Yeske Buie Millennial

A Careful Review of Your Credit Report

Posted Oct. 08, 2018

As we put make more of our personal information available online, there is always a risk that we may be making ourselves more susceptible to identity theft. And although you may not partake in many online activities, even the most careful consumers can fall victim...

Topics: Cybersecurity, Financial Planning, Yeske Buie Millennial

Featured FinTech

Posted Sep. 06, 2018

FinTech, or Financial Technology, refers to the innovative use of technology to streamline financial activities including lending, investing, making payments, and more, and it has revolutionized the way our society interacts with money. Even if you don’t care for all the fancy smart phone apps,...

Topics: Financial Planning, Yeske Buie Millennial

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 Millennial

Reviewing the BeneFits: Renting and Buying

Don’t Let Mayhem Get the Best of You

Tips to Thwart Tax Thieves

Ask the Experts: Budgeting for a Wedding

New Year’s Financial Resolutions

Healthy Technology Habits

An Investment Approach That’s Stable, Not Static

Before I Die…

A Careful Review of Your Credit Report

Featured FinTech

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San Francisco Bay Area

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