What is Wealth: The Size of Your Life or the Size of Your Wallet? What is wealth? At Yeske Buie, we make our stance on this question very clear. For us, it’s about the size of your life, not the size of your wallet®. The…
Let’s Converse About Reverse Mortgages Thanks to updated regulations and requirements, reverse mortgages have become a more appealing planning strategy for aging clients in multiple scenarios. In an effort to capture and share some ways reverse mortgage can be a valuable tool, we wrote a…
Have You Reviewed Your Earnings Record? Social Security is a topic that starts to come into conversation as retirement approaches – When can I start to receive benefits? How much will my benefit be? What about my spouse’s benefit? In addition to discussing and reviewing…
Vacation Temptation With the first day of summer less than a week away, it’s likely that you have some kind of vacation or relaxation days on your calendar in the next few months. Depending on how you choose to Live Big®, the vacation may involve…
Health Care Costs in Retirement – Projecting for an Uncertain Future Financial Planning is a profession full of unknowns – you don’t know how the market will perform, you don’t know exactly how much you’ll spend in retirement, and you definitely don’t know what your…
Yeske Buie is dedicated to building a reliable and hardworking team that is capable of providing flawless, comprehensive service to our current Clients and the generations of Clients to come. We are proud of the team we have and we look forward to growing…
SAN FRANCISCO, Ca., May 25, 2017/PRNewswire/ — Oxford University Press has just published the seventh book in the Financial Markets and Investment Series, Financial Behavior: Players, Services, Products, and Markets. Elissa Buie, CFP® and Dr. Dave Yeske, CFP® of Yeske Buie contributed chapter fifteen of the…
National 529 College Savings Plan Day Planning for higher education costs is frequently a topic we discuss with our Clients. It can be tricky to decide when and how to start saving because of the unknown factors that make estimating college costs challenging. We have…