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August is Fraud Awareness Month – the perfect time to spark conversations about how vital fraud prevention is to you personally and to society as a whole. In late 2017, the credit monitoring service Equifax experienced a significant data breach. After all was said and...
Topics: Cybersecurity, Financial Planning

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

Ambiguity about the future seems to be at an all-time high. Technology is rapidly changing. Politics are divisive. War, disease, natural disasters, and stock market volatility fill our nightly headlines. At Yeske Buie, we have a heightened awareness to this apparent state of flux as...
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

It’s likely that at some point you’ve had to ask someone for a rain check when it’s been more desirable to accept an offer at a later date rather than in the present moment. In a similar way, when you set aside money for a...
Topics: Financial Planning

LAUREN STANSELL, CFP® CHIEF PLANNING OFFICER • PARTNER Lauren Stansell, CFP® earned an honors B.S. in Economics, summa cum laude, from Virginia Tech in May 2012. She earned her second honors bachelor’s degree in Finance, summa cum laude, from Virginia Tech’s CFP® Certification Education Track, a CFP...
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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