Data and money security are important to everyone! And these days, there’s a new headline about the latest major security breach or hack of personal information far more often than we would like to see. While these breaches do happen, there are many things we…
Remembering Gene Wilder When a celebrity’s retirement or estate plan is discussed posthumously, it usually tells a cautionary tale about the consequences of poor financial and estate planning. We tend to use these stories to emphasize the importance of planning (even for celebrities who seem…
Recently, Elissa talked with a reporter from Investor’s Business Daily, Morey Stettner, for an article focused on the lifecycle of a financial planning firm. Elissa shared experiences including starting her own firm, important decisions she’s had to make, and other insights related to Elissa’s experience…
Supernatural Influences of Estate Planning With Halloween just around the corner, you may find yourself watching one of the many “reality” TV shows centered on hunting down supernatural influences. Whether or not you believe in the supernatural, one could argue that there is a tangible…
A Concise History of the Financial Planning Profession Being a member of a profession means having a shared understanding of who we serve and how we serve them, as well as the standards to which we hold ourselves when practicing our craft. For the September…
Investing Lessons from Fantasy Football With the start of another NFL season only two weeks away, there is a concomitant increase in chatter of team predictions, player statistics, and of course, fantasy football drafts. If you aren’t planning to play in a fantasy football league,…
Schwab has recently introduced a new voice ID service to verify your identity when using Schwab’s automated phone service or speaking with a Schwab financial professional. Replacing PINs and personal questions, the new service uses your voice as a secure password to direct you to…
As has become an annual event, the Yeske Buie Financial Planning Team (Dave Yeske, Elissa Buie, Yusuf Abugideiri, Jennifer Hicks, Lauren Stansell, Russell Kroeger, Camille Bouvet, Cody Daniels, Zach Bennedsen, and Ryan Klemm) once again attended the Far West Roundup in Santa Cruz, California. At Far West Roundup, some…
The Olympics provide a unique opportunity to see the world shine in a different spotlight; to become a part of something bigger than ourselves and share in the joy and heartbreak felt by all. With the Summer Olympic Games happening once every four years, the…
Saving for Retirement – It’s Never Too Early (or Too Late!) Time is the most important ingredient in the financial plan Clients use to guide them to retirement. The power of compound interest is the reason this is true – each additional compounding period available…