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Think about your answers to the following questions: Where is your Last Will and Testament? How about your auto insurance policy? Last year’s tax return? For many of us, our answers are skewed more towards “I don’t know.” And while it’s likely that, if given...
Topics: Financial Planning

A few weeks ago, the Yeske Buie Financial Planning Team attended FPA’s Northern California Conference. This conference offers 40 keynote and workshop sessions with some of the most outstanding, hand-selected speakers in the profession. We believe conferences like this one provide our team with the...
Topics: YeBu® News & Events

Someone recently shared with us an article from The Washington Post called “Let’s Talk about the Big Book” that details all of life’s important documents that should be kept in one central location, like a three-ring binder or a virtual vault in the cloud, for...
Topics: Articles of Interest

DR. DAVE YESKE, CFP® FOUNDER • MANAGING DIRECTOR Dr. Dave Yeske, CFP® holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial...
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We’d like to extend a big congratulations to all those who will be graduating in the coming months. For upcoming college grads, the notion of entering the “real world” can feel equally exciting and ambiguous. The reality of becoming financially independent means accepting a deepened...
Topics: Financial Planning

Long-term care is defined as the need for assistance with normal activities of daily living for a period of greater than 100 days. Additionally, when long-term care is needed, it is not a one-time need, but rather is a “continuum of care” that starts at...
Topics: Financial Planning

Olympic Overlap The 2018 Winter Olympics are officially upon us! This year’s festivities are being held in PyeongChang, South Korea and began (last night) with figure skating and will further kick off with the opening ceremony today. While these upcoming competitions may vary widely with…

Topics: TheLiveBigWay® Digest

Saving for Retirement - It's Never Too Early (or Too Late!) At the top of nearly every list of financial New Year’s resolutions is the goal to “save more money”. For some, this means increasing general savings amounts. For others, this means putting away more...
Topics: TheLiveBigWay® Digest