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…
As we prepare this edition of the Digest, we’re hoping that you had a great end to 2015 and celebrate the start to 2016 with your close family and friends. The end of one year and the beginning of another is a great time to…
Behavioral Finance and Decision Architecture When it comes to financial planning, it can be difficult to stay on the straight and narrow planning path. In the midst of a rapidly changing world, well crafted financial planning policies can serve both planners and their Clients by…
The Present Value of Mindfulness While globalization and technological advancement have afforded us unprecedented levels of connectivity and opportunity, the potential downside to this level of accessibility is the uncountable number of forces competing for our attention at any given moment. Fortunately, there is a…
Saving for Competing Desires: Your Child’s Education vs. Your Retirement As the cost of college continues to rise, so do questions and concerns about how and how much to save without forgetting about our own retirement. Today we share our thoughts on the pros and…
WSJ: Five Bedrock Principles for Investors In a recent article in the Wall Street Journal Five Bedrock Principles for Investors, Morgan Housel reviewed five principles investors can use to maximize the long-term returns from their portfolios. Given the volatility of the markets over the past…
The Yeske Buie Financial Planning Team attended the 2015 Far West Round-Up Conference on the UC Santa Cruz campus from Thursday August 13 to Sunday August 16. The team has been attending this informal, retreat-style gathering of financial planners for several years now with Dave…
Expert Spotlight: Dr. Jim McCabe on Authentic Conversations Eldercare expert, Dr. Jim McCabe, recently took some time to reflect on many of the families he has worked with over the years and the challenges they have faced together. One of those challenges, is the ability…
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….