Financial Planning

You Thought You Were Done? Maintaining Your Estate Plan

Posted Mar. 05, 2020

How often do you think about your estate plan? The answer is probably not very often. Most people think that once the process of creating an estate plan is done, the plan can simply sit; they thought it through at the time and put it...

Topics: Financial Planning

Tips to Thwart Tax Thieves

Posted Feb. 26, 2020

Protecting your identity and your taxes can feel like an uphill battle. Each year around this time, we like to share reminders of best practices to keep your identity safe as awareness is a key component to protecting your identity. Typically, tax season brings about...

Topics: Cybersecurity, Financial Planning, Yeske Buie Millennial

The SECURE Act

Posted Feb. 20, 2020

The SECURE Act, or the Setting Every Community Up for Retirement Enhancement (SECURE) Act, was signed into law on Friday, December 20, 2019, attached to a year-end appropriations bill. While the changes may not be as wide-spread as the Tax Cut and Jobs Act (TCJA)...

Topics: Financial Planning

A Secure Path

Posted Feb. 20, 2020

Being financially responsible is not always an easy task. We encounter financial decisions – like the following – on a regular basis, and it can be difficult to know which path will help us achieve our goals. How do we invest our savings? How much...

Topics: Financial Planning

“We are always thinking about YOU, the Client…”

Posted Feb. 05, 2020

At Yeske Buie, serving our Clients is the heart of our business. And to best serve our Clients, we believe that we must always put their needs first, understand who and what matters most in their lives, and use the best available science to craft...

Topics: Financial Planning, Yeske Buie in the Media

FSA vs. HSA: What’s the Difference?

Posted Feb. 05, 2020

Health care costs - premiums, deductibles, copays, and other out-of-pocket expenses – can be unpredictable and add up quickly. As such, it’s important to have an effective health care plan in place, and the IRS offers two strategies that can be taken advantage of: the...

Topics: Financial Planning

Yeske Buie and the Financial Planning Association

Posted Feb. 03, 2020

If you were to peruse the Our Team section of the Yeske Buie website, you would find various mentions of the Financial Planning Association® (FPA®) in the biographies of all of our Financial Planning Team. For example: Elissa played a significant role in merging the...

Topics: Financial Planning

Protect Your Child’s Future Credit

Posted Jan. 23, 2020

With our lives continuing to move further online, never before has so much of our personal information been so widely available. We hope that you’ve taken proper preventative measures to protect your personal information in this reality, and wonder if you’ve taken the same precautions...

Topics: Financial Planning

Meaningful Money Conversations

Posted Jan. 09, 2020

As financial planners, we are entrusted with one of life’s most precious and delicate subjects, money. And it’s no news to us or to you that discussing money, even with a financial planner, can sometimes be difficult. In fact, according to a 2014 Wells Fargo...

Topics: Financial Planning

New Year’s Financial Resolutions

Posted Jan. 02, 2020

Looking for inspiration for your New Year's resolutions? We've compiled a list of financial resolutions for you to consider adopting this year. Don’t Look! (at the tickers) The first resolution we encourage you to take on this year should be the simplest, as it actually...

Topics: Financial Planning, Yeske Buie Millennial

About

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.

Financial Planning

You Thought You Were Done? Maintaining Your Estate Plan

Tips to Thwart Tax Thieves

The SECURE Act

A Secure Path

“We are always thinking about YOU, the Client…”

FSA vs. HSA: What’s the Difference?

Yeske Buie and the Financial Planning Association

Protect Your Child’s Future Credit

Meaningful Money Conversations

New Year’s Financial Resolutions

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San Francisco Bay Area

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