Last week, Dave was quoted in a USA Today article by Robert Powell that reports that one in two Americans who planned on working past age 65 found themselves retiring unexpectedly for various reasons. In support of Powell’s suggestion to have a backup plan in case the plan to continue working goes awry, Dave gave his thoughts about setting aside adequate cash reserves, how much insurance you should buy, and the importance of keeping your skills current. Read Dave’s thoughts and the entire USA Today article here and keep up to date with all of Yeske Buie’s media announcements by following our YeBu in the Media page or any of our Social Media sites.
Russell Kroeger is Yeske Buie’s Newest CFP®!
Yeske Buie is proud to announce that Russell Kroeger, Financial Planning Resident in our San Francisco office, officially became a CERTIFIED FINANCIAL PLANNERTM professional on Tuesday, May 5th. When Russell joined the Yeske Buie team in January of this year, we asked him “How did you become interested in Financial Planning?”. He excitedly responded, “I’ve wanted to do this since I can remember!” Read on to see how the Yeske Buie team celebrated Russell’s accomplishment and the three words he would use to describe how it feels to have earned the certification.
This summer, we will be starting a “Where in the World is the Live Big Glass?” campaign to show off our Live Big glass from anywhere in the world. After introducing the campaign in our last Digest, we are very excited to have received several requests and pictures of glasses for participation in the campaign! If you do not yet have a Live Big glass, you are not too late to email Lauren@YeBu.com to request a glass to be shipped to your home. If you already have a Live Big glass, feel free to email a picture of you enjoying a drink from the glass to Lauren@YeBu.com to join the campaign. Crowd favorites will receive a gift so stay tuned for the start of the campaign in a few weeks!
At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.