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As has become an annual event, the Yeske Buie Financial Planning Team (Dave Yeske, Elissa Buie, Yusuf Abugideiri, Lauren Stansell, Camille Bouvet, Zach Bennedsen, Ryan Klemm, Dan Tripp, and Ryan Rasmussen) once again attended FPA’s Far West Roundup in Santa Cruz, California. At Far West…

Topics: YeBu® News & Events

Could you be making your mortgage payments more efficiently? Refinancing may offer you the opportunity to align your mortgage more closely with your broader financial goals. That said, refinancing is a complex decision, and many factors will affect your interest rates and optimal payoff timing….

Topics: Financial Planning

The word “wellness” is often prefaced with an adjective: for example, physical wellness, financial wellness, or social wellness. If you are unfamiliar with the term, social wellness involves having meaningful relationships and creating a support system that includes family members and friends. This kind of…

Topics: Financial Planning

There are many facets of exploration into the Social Security System and the focus is often on when to collect benefits and how much the benefits will be. There are, however, other pieces of Social Security to be reviewed and discussed prior to that time…

Topics: Financial Planning

Health Care Costs in Retirement – Projecting for an Uncertain Future Financial Planning is a profession full of unknowns – you don’t know how the market will perform, you don’t know exactly how much you’ll spend in retirement, and you definitely don’t know what your…

Topics: TheLiveBigWay® Digest

Planning for higher education costs is frequently a topic we discuss with our Clients. It can be tricky to decide when and how to start saving  because of the unknown factors that make estimating college costs challenging. We have used this space before to discuss...
Topics: Financial Planning

Dealing with your finances may be the last thing on your mind when going through a divorce, or it may be the first. Regardless of the order, deciding how the couple’s assets will be split is one of the biggest decisions the two parties will…

Topics: Financial Planning