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Brushing Up on the Facts: Roth IRAs “Financial security in retirement doesn’t just happen.  It takes planning and commitment, and yes, money.” According to the U.S. Department of Labor, one of the “Top 10 Ways to Prepare for Retirement” is to put money into an…

Let’s Talk About: Life Insurance What questions are you not asking about life insurance? The thing about life insurance is that there is not a one-size-fits-all solution. In fact, we’d almost go as far as to say that life insurance is so unique – no…

Reverse Mortgage Mini-Series: Part II Staying true to Yeske Buie’s Learn Big worldview, we are committed to learning more about reverse mortgages and how they may be used as strategic planning tools for our Clients. In the first article of this mini-series, we provided a…

A Practical Approach to Cash Flow Complexities When life happens, the financial aspects of figuring out what to do next can make taking that next step an overwhelming task. Using policies to manage cash flow on an ongoing basis removes the budgetary uncertainties and clarifies…

Charitable Giving Strategies Charitable giving is a highly personal decision and people have a variety of reasons for why or how they choose to give. Some choose to support personal values or beliefs, while others may give for the purposes of tax and estate planning…

Is a Healthcare Flexible Spending Arrangement (FSA) a Good Idea? A Healthcare Flexible Spending Arrangement (FSA) is an employer-provided benefit that allows you to contribute pre-tax dollars to pay for eligible medical, dental, and vision care expenses that your insurance plan may not cover. As…