Last week, five members of Yeske Buie’s Financial Planning Team attended and presented at the Financial Planning Association’s annual retreat. The theme of this year’s retreat was built around Advancing the Art and Science of Financial Planning through Storytelling. Yeske Buie shared stories focused on…
At Yeske Buie, we approach financial planning in a big-picture, holistic way. No matter what stage of life you find yourself – just starting out, entering mid-life, nearing or enjoying retirement – we feel that it is important to have a plan in place that…
Around this time last year, we shared how and why Elissa and Dave have been promoting the fiduciary standard as this issue has been near and dear to Yeske Buie for many years. Now a year later, the financial world is currently abuzz over the…
When life happens, the financial aspects of figuring out what to do next can make taking that next step an overwhelming task. Using policies to manage cash flow on an ongoing basis removes the budgetary uncertainties and clarifies the financial ripple effects of a given…
Each year, Americans spend hours filling out more than 70 million brackets for the NCAA March Madness tournament. Many will carefully review the stats for each of the NCAA teams in the hopes of predicting the perfect brackets, while others will choose teams using unorthodox…
Simple Rules Stock markets around the world continue to be roiled by investor anxiety over the state of the U.S. and world economy, corporate earnings, the price of oil, and the intentions of the Federal Reserve and other central banks. This is not new stuff,…
We’re not quite three weeks into the new year and it’s feeling to many people like the world is coming to an end. So, before I say anything more, let me cut to the chase: It isn’t. There, I said it. We can all breathe…
The Transfer of Trillions: Why Intergenerational Wealth Planning Matters An estimated $41 trillion is in the process of being passed from older to younger generations in the United States. No matter which side of the exchange applies to you, planning for this transfer will help…
How Well Do You Know Your 401(k) Plan? A quick search on our website for the word “Retirement” will populate eleven pages of articles ranging in topic from how to retire early, to Social Security, required minimum distributions, budgeting, Roth accounts, and more. Needless to…