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Financial Planning Policies for Young Adults

Posted Apr. 11, 2024

We often use the phrase that young people have an implicit superpower when it comes to saving – their age! The decisions that you make (good or bad) as a 23-year-old will have a significantly larger influence on your future than the decisions you make...

Topics: Financial Planning, Yeske Buie Millennial

TheLiveBigWay® Digest: Building Financial Fortitude

Posted Mar. 13, 2024

Disability Insurance: A Blind Spot in Financial Planning Did you know that a lack of disability insurance is a growing crisis for millions of working Americans? According to the National Safety Council, 498 Americans became disabled in the last ten minutes. For most working people,...

Topics: TheLiveBigWay® Digest

Disability Insurance: A Blind Spot in Financial Planning

Posted Mar. 13, 2024

For most working people, human capital (the value of one’s knowledge, skills, and potential for earning future income) is their most valuable asset. Anything that interrupts those earnings can wreak havoc on one’s financial plan, so it is important to have sufficient protection. Read on...

Topics: Financial Planning

Meet the Team: Tim Connolly

Posted Mar. 12, 2024

Tim Connolly has joined the Yeske Buie team as an Associate Financial Planner in our San Francisco, CA office, and his authenticity and warm smile have been a welcome addition to our robust team. Tim joins the team with several years of professional experience in...

Topics: YeBu® News & Events

Tim Connolly, CFP^®

Posted Mar. 11, 2024

TIM CONNOLLY, CFP® FINANCIAL PLANNER Tim Connolly holds a Bachelor of Arts in Economics from Kenyon College and is currently enrolled in the Financial Planning Certificate graduate program at Golden Gate University to fulfill the educational requirements towards becoming a CFP Professional. In addition to...

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TheLiveBigWay® Digest: Beyond the Piggy Bank

Posted Feb. 29, 2024

Empowering Girls with Financial Literacy The ability to understand, manage, and make informed decisions about money is not just about finance; it’s a path towards independence, equality, and empowerment. In this space, we dive into the importance of financial literacy for girls and also hear...

Topics: TheLiveBigWay® Digest

The Latest Scams

Posted Feb. 29, 2024

As financial planners, we are trusted with some of Clients’ most personal information, and we consider it a serious responsibility to keep that information secure. Because of this, we’re committed to keeping ourselves and our Clients abreast of common scams. We use this space to...

Topics: Cybersecurity

TheLiveBigWay® Digest: Enhancing Relationships

Posted Feb. 15, 2024

Enhancing Your Relationship with Money We've used this space to discuss ways to navigate relationships and money, though the focus has been on your relationship with another person and the ways that money can have an impact. Today, we'd like to offer a fresh perspective...

Topics: TheLiveBigWay® Digest

TheLiveBigWay® Digest: Precision and Perspective

Posted Feb. 01, 2024

"Six Life Lessons That Also Apply to Investing" Consider this quote: "By integrating our life and investment philosophies, we can see money as a tool that empowers our plans rather than as a goal in and of itself." It sounds like something you've heard us...

Topics: TheLiveBigWay® Digest

TheLiveBigWay® Digest: Money Matters

Posted Jan. 18, 2024

Portfolio Review, Part Deux: On Bonds We spill a ton of ink talking about stocks and what the market is doing, but our Clients’ portfolios carry more than just fractional shares of thousands of companies scattered around the globe – the bonds in their portfolios...

Topics: TheLiveBigWay® Digest

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Financial Planning Policies for Young Adults

TheLiveBigWay® Digest: Building Financial Fortitude

Disability Insurance: A Blind Spot in Financial Planning

Meet the Team: Tim Connolly

Tim Connolly, CFP^®

TheLiveBigWay® Digest: Beyond the Piggy Bank

The Latest Scams

TheLiveBigWay® Digest: Enhancing Relationships

TheLiveBigWay® Digest: Precision and Perspective

TheLiveBigWay® Digest: Money Matters

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