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Posted Oct. 04, 2017
We believe every great organization is a living system that invests in its social capital.
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Live Big®
Posted Sep. 08, 2017
What do we mean by Live Big®? We believe everyone is entitled to a limitless vision for their life. Money, however hard earned, is a renewable resource. Our Clients share a compelling desire to make the most of their most valuable resource, life. It is...
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A New Financial Planning Framework for the Millennial Generation
Posted Sep. 05, 2017
VIENNA, Va., September 5, 2017 - This year’s September issue of the award-winning, peer-reviewed Journal of Financial Planning explores opportunities and challenges for the next generation of financial planners and clients. The cover story of the issue titled “Serving Millennial Clients with a 3-Step Model”...
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TheLiveBigWay® Digest – Ready to Learn
Posted Aug. 24, 2017
Is a Mortgage Refinance Smart for You? Could you be making your mortgage payments more efficiently? Refinancing may offer you the opportunity to align your mortgage more closely with your broader financial goals. That said, refinancing is a complex decision, and many factors will affect…
Topics: TheLiveBigWay® Digest
Roundup and at ‘Em; Ready to Learn!
Posted Aug. 24, 2017
As has become an annual event, the Yeske Buie Financial Planning Team (Dave Yeske, Elissa Buie, Yusuf Abugideiri, Lauren Stansell, Camille Bouvet, Zach Bennedsen, Ryan Klemm, Dan Tripp, and Ryan Rasmussen) once again attended FPA’s Far West Roundup in Santa Cruz, California. At Far West…
Topics: YeBu® News & Events
Is a Mortgage Refinance Smart for You?
Posted Aug. 24, 2017
Could you be making your mortgage payments more efficiently? Refinancing may offer you the opportunity to align your mortgage more closely with your broader financial goals. That said, refinancing is a complex decision, and many factors will affect your interest rates and optimal payoff timing….
Topics: Financial Planning
TheLiveBigWay® Digest – Back to Basics
Posted Aug. 09, 2017
Back to Basics: Trusts, Trustees and Beneficiaries You might be surprised how important an understanding of your estate plan is to your adult children, other important members of your family, and friends who you have elected to play a role in your estate plan. This…
Topics: TheLiveBigWay® Digest
Back to Basics: Trusts, Trustees and Beneficiaries
Posted Aug. 09, 2017
While anything from planning your next vacation to planning your next trip to the dentist can seem more fun than reviewing your estate plan, taking time to think about how your assets will flow after you are gone is extremely important. Aside from ensuring that…
Topics: Financial Planning
TheLiveBigWay® Digest – What is Wealth?
Posted Jul. 27, 2017
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…
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TheLiveBigWay® Digest – Mid-Summer Mini-Series
Posted Jul. 11, 2017
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…
Topics: TheLiveBigWay® Digest