Your Financial Journey

Your Financial Journey

financial journey

As financial planners, we’re honored to walk alongside our Clients through every stage of life. From early career decisions to retirement and beyond, each chapter brings its own questions, opportunities, and planning needs. No matter the stage, our goal is to serve as thoughtful partners ready to provide guidance, clarity, and a safe space to “walk an idea around the block.”

With that in mind, what follows is a curated collection of resources tailored to different points along life’s journey. We hope this series offers insights and inspiration wherever you find yourself today.

Here for you every step of the way,

The Yeske Buie Team

Tips for College Students

Student loan application
Keep Calm and File On

The FAFSA form has gone through a few changes in recent years – learn more about how to file for federal aid.

shot of money and college theme
The Student Loan Starting Line

We share information about student loan debt to help it feel like a manageable part of your everyday financial life.

Tuition payment or tuition fee or expense for graduate study abroad program concept : Black graduation cap on wood bar graph, depicts fees charged by education institution for instruction or services.
Habits for College Students

We explore four tips for college students to promote a smart start in developing healthy financial habits.

By stacks of shiny coins signifying college expense or potential new earnings.
 Top Tips for New Grads

We think these tips for college grads can help set the tone for beneficial financial habits now and down the road.

Starting Your Career

job offer
Bucks and Benefits

Congratulations on receiving a job offer! Before you commit to taking the position, be sure to weigh all aspects of the offer. Here are a few tips to consider.

money for startup, start capital for business concept
Build Wealth Wisely

Start off on the right foot by making smart financial decisions early on. Here are four steps to help you build a strong foundation for success.

A stack of one hundred dollar bills in a money wrapper labeled "Student Loan" on top of a blue graduation cap.  A gold graduation tassel is draped over the stack of money.
Student Loan Starting Line

This piece explores the growing reality of student loan debt and shares ideas for managing it in a way that doesn’t limit your future success and potential.

investing
Investing 101

Investing offers big opportunities—but also risks. Here’s our take on smart investing, mutual funds, volatility, and more.

Paper cut of insurance concept on green grass background. Car insurance, life insurance, home insurance to protection by umbrella.
Insure Your Future

It’s important to ensure you’re prepared for whatever comes your way. Learn more about life insurance, disability insurance, and renters insurance.

Goal, Plan, Action written on wooden blocks.
Goal-Oriented Growth

This is just the beginning – there’s so much life ahead of you! Turn your dreams into reality by setting and pursuing meaningful financial goals.

Young Families

is it a good time to buy a house yebu.com
To Rent or Root?

When is the right time to buy a house? Consider these five questions to help you determine if you’re prepared to make the leap into homeownership.

Estate Plan Documents
Legacy Starts Now

Ensure your family will be supported and cared for – no matter what – by getting an estate plan. Here are resources for your traditional and digital assets.

family planning
Budgeting for Baby

From first steps to first cars, we’ve mapped out some of the financial steps that come with each phase of parenthood and planning for your growing family.

529 college savings plan theme with textbooks and piggy bank
Funding Their Future

Contributing to a 529 plan is one of the most powerful ways to support their future. Here is a summary of our approach to education planning.

Balance, Banking, Blue, Budget, Heart
Sweet Talk

Navigating money talk with your partner can be challenging. Consider trying out these financial conversation starters on your next date night.

pet insurance yebu.com
Paws and Planning

It’s not uncommon for young families to add a furry friend to the mix. Here are a few tips to care for them like your two-legged companions.