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…
Be Conscious, Not Cautious, With Your Credit Card Credit can be considered a friend or foe – when used responsibly you can build trustworthiness with lenders to receive more favorable outcomes when shopping for a mortgage, car loan, or even a job. When used irresponsibly,…
Last week, the Yeske Buie team from both offices gathered for our semi-annual staff retreat in Hume, Virginia. The team spent the retreat not only enjoying our time together, but also working on communication exercises and ensuring total alignment of personal and professional actions with…
Wise Goals Start with Whys Since a young age, we’ve all been taught to establish goals. However, it’s often the case that we measure our “success” on expectations or the lives of others and we forego defining meaningful goals for ourselves. At Yeske Buie, our…
This week, members of our Financial Planning Team in San Francisco attended the Financial Planning Association’s NorCal Conference. The conference has a national reputation for hosting knowledgeable and inspirational speakers and provides quality networking opportunities for those financial professionals who choose to attend. Among the…
This August, Schwab will implement a new statement schedule which will change the frequency of statement delivery. Starting with July 2016 statements (which would be received in early August), Schwab will only send monthly statements for accounts with “qualifying activity” in that month; accounts that…
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…