TheLiveBigWay® Digest: Transforming Tomorrow Together

At Yeske Buie, we’re always searching for creative strategies to guide our Clients through life’s inevitable financial complexities. For parents and guardians, questions around supporting their child’s successful financial future are often top of mind, and rightfully so. In this vein, we take a deeper look at a Secure Act 2.0 provision that became effective this year allowing for unused portions of 529 college savings plans to be rolled over into a Roth IRA account. Learn more here.

We are less than one month away from Election Day and noisy headlines about the wide-reaching impacts of the results will only continue to bubble from here. If you’re asking yourself how the election results could impact taxes, interest rates and inflation, or the stock market, we encourage you to join us on Thursday, November 14 at 11am PT | 2pm ET for a live webinar where we’ll reflect on these questions and more. Register today!

We are excited to share that Yeske Buie has been name one of the top women-owned business in the San Francisco Bay Area. Co-Founder, Elissa Buie, has built a reputation for being a powerful leader, and it’s a privilege to continue her legacy with our next generation women owners, Lauren Stansell and Lauren Mireles. Learn more about this recognition and why we feel it celebrates not just our past but the bright future we’re building together.

Last week, we had the pleasure of hosting an in-person celebration in San Francisco with some of our incredible Clients, partners, and friends. It was a true joy to share a special evening together filled with delicious food, engaging conversations, and exceptional company. Whether you were able to join us or were with us in spirit, we’re beyond grateful for your trust and for the relationships we share. We hope you enjoy these snapshots from the event.

We are excited to share that COO, Lauren Mireles, has welcomed her second child into their beautiful family! BABY NAME was born on DATE and the family of four is now at home with their sweet addition. So far, their daughter, Aria, is ADJECTIVE about being a big sister. It’s a big adjustment but the love this dear boy brings to their hearts makes it all worth it. We hope you enjoy these photos – congratulations, Mireles family!