After years of hard work and dedication, we are very proud to announce that Lauren Stansell, Assistant Financial Planner in our Virginia office, became a CERTIFIED FINANCIAL PLANNERTM professional on Friday, February 6th. After learning that she had officially received the certification, we asked Lauren,…
Yeske Buie implemented a Financial Planning Resident Program in 2014 and as of June 2019, has just welcomed our sixth class of Residents! The purpose of the program is to leverage our Financial Planning team and to help contribute to the pipeline of new planners…
The Yeske Buie Playbook Super Bowl XLIX will see the New England Patriots square off against the Seattle Seahawks in Glendale, Arizona this Sunday, February 1st. Just as each team will arrive at University of Phoenix Stadium armed with a playbook that blends hours of…
Required Minimum Distributions Required Minimum Distributions (RMDs) are, as the name indicates, minimum annual distributions that must be withdrawn from an IRA, as required by the IRS, beginning with the tax year within which the account holder turns 70½. The IRS requires these annual distributions to…
As we prepare this edition of the Digest, we’re hoping that you had a great end to 2014 and celebrated the start to 2015 with your close family and friends.The end of one year and the beginning of another is a great time to reflect….
On January 1, 2015, Yeske Buie celebrated its 7th anniversary. Elissa and Dave have been in the profession of financial planning for more than 30 years and in business for themselves for 25 years, Yeske & Co. having been founded in 1990 and Financial Planning…
How to Invest When Your Crystal Ball is on the Fritz If you could see the future, diversification would be a bad idea. It’s simple logic: if you knew which assets were going to outperform all the others in the coming year, you’d simply put…
This past Wednesday, our staff on the east coast volunteered at DC Central Kitchen’s Evening Meal Prep event. DC Central Kitchen is America’s leader in reducing hunger with recycled food, training unemployed adults for culinary careers, serving healthy school meals, and rebuilding urban food systems…
Decision Architecture: Building Better Choices Elissa and Dave’s latest paper, Policy-Based Financial Planning as Decision Architecture, was just published in the December issue of the Journal for Financial Planning. Financial planning policies are compact decision rules that make it easier to stick with a consistent…
Medicare: Making Enrollment Make Sense While one’s 65th birthday no longer signifies reaching the “Full Retirement Age” milestone for Social Security retirement benefits, turning 65 still has a unique perk – gaining eligibility for Medicare. Being eligible for the program, however, doesn’t mean that it’s…