Your 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
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.
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.
Habits for College Students
We explore four tips for college students to promote a smart start in developing healthy financial habits.
Advice to Incoming College Freshmen
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.
Protect Your Credit and Identity
Starting strong means protecting what matters. Here are resources for safeguarding your credit and identity from the start.
Starting Your Career
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.
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.
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 101
Investing offers big opportunities—but also risks. Here’s our take on smart investing, mutual funds, volatility, and more.
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-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
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.
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.
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.
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.
Sweet Talk
Navigating money talk with your partner can be challenging. Consider trying out these financial conversation starters on your next date night.
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.
The Power Decades
Your Job Change Checklist
Changing jobs in this stage of life is common and, often, strategic. Use our job change checklist to help you navigate this big transition.
Banking on a Better Fit
As your financial life evolves, your banking needs may too. Here are a few things to consider and look for before making a change.
I Bought a Home, Now What?
Whether you’ve bought your first home or have been around the block a few times, here are a few key considerations for your homeownership journey.
Your Whole Financial Picture
Your account balances matter, but they’re only part of the story. Learn what makes up your net worth and how it brings the full picture into focus.
Reduce Your Debt Fret
Paying off debt in your peak earning years can simplify your finances and strengthen your path to retirement. Here’s where to start.
How We Think About Money
The power decades bring big decisions and strong emotions. See how biases like familiarity, confirmation, and fight-or-flight may be shaping your money moves.