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 YeskeBuie 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.
Life’s Curveballs
Your Relocation Checklist
A new job, a growing family, or simply a change of pace might mean it’s time to move states. Before you start your next chapter, here are a few important factors to consider.
Winning the Lottery
With lottery jackpots soaring ever higher in recent years, so are dreams of winning big. Whether or not you play, here are a few financial concepts to keep in mind for a sudden windfall.
Defining Direction in Divorce
Parting ways with a partner is never easy, and reaching that crossroads means making a lasting decision. Here are a few tips to help you take stock of your finances and navigate your next steps with confidence.
Tapping Into Home Equity
When a large, one-time expense arises and cash isn’t readily available, tapping into your home’s equity could be an option. Explore these steps to move toward a path that supports your long-term goals.
Planning Your Digital Legacy
When a loved one passes, the curveball isn’t just about emotions, it’s also about managing their estate and accessing important digital information. Make things easier for your loved ones by taking these three steps.
Readying for Crisis Coverage
Emergency preparedness can look like having backup supplies on hand or safeguarding your important documents. Prepare your finances during periods of calm so you can confidently handle whatever surprise life may have in store.
Preparing for Retirement
Turning Your Portfolio
into a Paycheck
You’ve spent time saving your hard-earned money, and you might be wondering how much you can safely spend from your portfolio in retirement. In this article, we help you answer that question with confidence.
Designing Your
“No Rules Retirement”
Retirement doesn’t come with rules, but there are some considerations that can help you build a happy, fulfilling future. We partnered with Money Quotient to help you explore your potential and pursue what matters most to you.
How It Works:
Social Security
There’s a wealth of information about social security rules and regulations, but what about questions surrounding the application process? Find answers in our convenient, informative guide about how Social Security works.
Medicare: A Brief Guide
As retirement approaches, so does Medicare eligibility. We breakdown Medicare’s key components and offers tips to make enrollment smoother. For more, watch our recent webinar, Avoiding Medicare Mistakes in Retirement.
To Roth or Not
Are you looking ahead to your post-retirement portfolio distributions and wondering if a Roth conversion could help strengthen your overall plan? Dive into the pros and cons of Roth conversions, and whether it makes sense for you.
The Latest Scams
With new tech, you’re more accessible than ever. Protect against scammers looking to use your information for their own benefit. Learn about common, modern scams and how to protect your nest egg from bad actors here.
Living in Retirement
Required Minimum Distributions (RMDs)
RMDs may be mandatory starting at age 73, but they don’t have to be complicated. Here’s how our team makes the process easy and seamless, helping you spend your retirement doing more of what you love.
Your Estate Plan
in Retirement
Your retirement years are a time to live confidently knowing your plans are in place. Learn how our three-part analysis of your estate plan can help ensure your wishes are honored and your loved ones are cared for.
A Policy-Based
Approach to Spending
In his New York Times article “How to Enjoy Retirement Without Going Broke,” Peter Coy poses important questions about spending in retirement. We share our response through the lens of policy-based financial planning.
Entrepreneurship
in Retirement
Perhaps you find that, after a while, you miss the structure, challenge, or community that work once provided. Discover why retirement can be the perfect time to take on an exciting venture and build something new.
Cultivating Your
Retirement “Assets”
Who you are goes far beyond what you do. In retirement, your values, interests, and skills remain powerful assets. Learn from our friends at Money Quotient how to carry these forward to create a purposeful next chapter.
Don’t Forget to
Live Big®!
Each season of life invites new ways to Live Big, and retirement can offer the time and freedom to do even more of what you love. Explore – and make suggestions for! – our collection of ideas to inspire your next act of joy.