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Getting caught in the rain without an umbrella may cost you a new outfit, but getting caught in the aftermath of an incident without an umbrella insurance policy could cost you way more! While an umbrella protects you from the elements, a personal umbrella insurance...
Topics: Financial Planning

It feels like your loved one’s financial and legal affairs are in good shape. They have a will and a trust; they have named a power of attorney; they have life insurance policies, health directives, and documented plans for their property and other physical assets....
Topics: Financial Planning

These days, changing jobs is fairly commonplace, and the transition can be a whirlwind, both exciting and daunting at the same time. It is a time of emotion and change in responsibilities, visibility, and decisions, including financial decision. Putting your financial situation in order and...
Topics: Financial Planning

What to Expect When Consolidating Accounts Transitionary times – retirement, starting a new job, etc. – can be stressful, especially when unfamiliar processes like paperwork and money movement are involved. In this short video, Financial Planner, Cole DeLucas shares a brief summary of the logistical...
Topics: TheLiveBigWay® Digest

Welcome to Featured Favorites, a special feature with a goal of highlighting the diversity of thought and interest on the Yeske Buie team and in the Yeske Buie community at large. One of the core values at Yeske Buie is Learn Big, which is founded...
Topics: Featured Favorites

It’s a true privilege to share the news that Sydney Woodward has passed the CFP® Exam! Sydney discovered the financial planning profession by accident just a few years ago, and now she’s only a few months away from earning the prestigious certification. While the journey...
Topics: YeBu® News & Events

Investment Philosophy: Bite Size Edition Investing in the market is often compared to riding a roller coaster, implying that both your money and your emotions will experience highs and lows over time. While volatility is inevitable throughout your investment journey, we have a fundamentally grounded...
Topics: TheLiveBigWay® Digest

According to Nerd Wallet and EducationData.org, the total student loan debt in the United States is about $1.67 trillion, and 2018 college grads with student loans owe an average of $29,200. With such significant numbers at stake, there’s no doubt that those who have federal...
Topics: Financial Planning