Someone recently shared with us an article from The Washington Post called “Let’s Talk about the Big Book” that details all of life’s important documents that should be kept in one central location, like a three-ring binder or a virtual vault in the cloud, for…
As we prepare this edition of the Digest, we’re hoping that you had a great end to 2015 and celebrate the start to 2016 with your close family and friends. The end of one year and the beginning of another is a great time to…
I had a meeting last week with a client for some ongoing eldercare planning for her parents. In the middle of our discussion, she mused aloud that she could not recall when the conversation had changed. “As long as I can remember, my conversations with…
As we prepare this edition of the Digest, we’re hoping that you had a great end to 2014 and celebrated the start to 2015 with your close family and friends.The end of one year and the beginning of another is a great time to reflect….
The November issue of Financial Planning Magazine sports the smiling face of our very own Yusuf Abugideiri under the heading, How to Hire the Next Generation. Elissa is quoted extensively in the accompanying article, beginning with a discussion of how Yeske Buie has helped support…
The Kaiser Family Foundation has created an animation series known as the “YouToons” to make learning about the healthcare law a much more easy-to-follow and enjoyable process. The following video is well worth the seven minutes to get the basics on Obamacare. We recently wrote…
Advancements in technology have revolutionized how we live and communicate, with few technologies dominating more of our daily life than email. The convenience and ubiquity of email, however, has a dark side: as more of our personal and financial information finds its way to our email…
Elissa and Dave were featured in InvestmentNews‘ 15th anniversary edition special feature of the top 15 transformational advisers. The feature, written by Andrew Osterland, highlights Elissa and Dave’s relationship and their extensive contributions to the financial planning profession, focusing especially on their work in the areas of “policy-based…
A recent article in the Wall Street Journal profiled three adviser couples who work together. Elissa and Dave were one of those couples. Here is what Caitlin Nish had to say in her article, “Adviser Couples Who Live, Work Together”. Dave Yeske and Elissa Buie Yeske…