YeskeBuie

YeskeBuie Live Big® - It's about the size of your life, not the size of your wallet ®

Today's date is doing a lot of heavy lifting. To us finance nerds, 5/29 is also known as National 529 College Savings Pl...
05/29/2026

Today's date is doing a lot of heavy lifting. To us finance nerds, 5/29 is also known as National 529 College Savings Plan Day.

529 plans are one of the most powerful tools available for families thinking ahead about education costs. Contributions grow tax-deferred, and distributions used for qualified education expenses are tax-free. For parents, grandparents, and anyone investing in a child's future, that combination is hard to beat.

Education planning is deeply personal, and the right approach depends on the child, the family, and the goals involved. If you have a child – or grandchild, niece, nephew, or any young person – you are hoping to support, we would love to be a resource. Please reach out to us to start the conversation.

The financial planning landscape is always shifting, and keeping up is not optional – it's the job. This week, our finan...
05/28/2026

The financial planning landscape is always shifting, and keeping up is not optional – it's the job.

This week, our financial planning team gathered in San Francisco for the 54th Annual FPA NorCal Conference, widely recognized as one of the premier financial planning conferences in the country. The team spent two days immersed in sessions covering retirement planning, healthcare in retirement, the evolving tax landscape, long-term care, estate planning, and the human side of advice.

With sharper minds, new memories, and stronger bonds, our team is bringing back the best of what they learned and putting it to work for you.

The Pacific Northwest is a fitting backdrop for the kind of deep thinking that energizes us at YeskeBuie. Financial Plan...
05/27/2026

The Pacific Northwest is a fitting backdrop for the kind of deep thinking that energizes us at YeskeBuie.

Financial Planners Tim Connolly and Kacie Fawls recently spent several days in Portland, OR for Money Quotient's Fundamentals of True Wealth™ Planning training – a course focused on helping planners connect financial strategy to what matters most to their Clients.

The MQ approach centers on Financial Life Planning: deepening client discovery, strengthening trust, and becoming a genuine thinking partner, not just an advisor. It's the kind of training that makes our team better at the work that goes beyond the numbers.

Opportunities like this to Learn Big are part of what makes YeskeBuie YeskeBuie. Our team pursues growth to better serve you, our Clients.

Give Big is one of our core values, and this Memorial Day, we remembered what giving truly looks like. The men and women...
05/26/2026

Give Big is one of our core values, and this Memorial Day, we remembered what giving truly looks like. The men and women we honor gave their lives in service of something greater than themselves, and that kind of sacrifice shapes the world we get to live and work in. Today, we pause to say thank you. May we never forget the cost of the freedom we are fortunate to enjoy.

This Memorial Day Weekend, the streets of Vienna, VA came alive for ViVa! Vienna! and YeskeBuie was proud to return as t...
05/26/2026

This Memorial Day Weekend, the streets of Vienna, VA came alive for ViVa! Vienna! and YeskeBuie was proud to return as the Lawyers Road Stage Sponsor. The annual festival is a community tradition that has raised over $3.1 million for local charities since its founding. Supporting events like this one is part of what it means to be a firm that's genuinely invested in the communities where our team and Clients live, work, and play.

To our Vienna neighbors – we hope you enjoyed the weekend!

Two birthdays. One date. And the same instinct that makes a great financial planner and a great human being – asking goo...
05/21/2026

Two birthdays. One date. And the same instinct that makes a great financial planner and a great human being – asking good questions, listening deeply, and genuinely caring about the answers.

Today we're celebrating Founding Partner, Dr. Dave Yeske, and Financial Planner, Tim Connolly, both of whom share a birthday and a natural ability to show up fully for the people in their lives. Dave is spending his birthday at his Healdsburg home with the grandkids, and Tim is on the East Coast with family with a round of golf worked in for good measure.

We are grateful for everything both of them bring to the Clients we serve and to this team. Happy birthday, Dave and Tim – here's to Living Big!

The next generation of financial planners are out there and we want to help them have a clear picture of what a career i...
05/19/2026

The next generation of financial planners are out there and we want to help them have a clear picture of what a career in financial planning can look like.

Yusuf recently had the opportunity to represent YeskeBuie and fee-only RIAs at CFP Board's "Planner Pathways: From Students to Firms" virtual event. Alongside representatives from broker-dealers, wirehouses, banks, and insurance firms, Yusuf spoke with college students about how different business models work and the importance of choosing a path that aligns with your goals and values.

The financial services industry has many facets, and, in the financial planning profession, independence is no longer the default – it's a decision. With strong conviction about the value of being an independent firm, it was important to us that students learn the benefits of working at a firm built around Clients being the most important focus and lens through which all decisions are made.

Conversations like these are how the right people find their way to the right firms and how the profession continues to get better. The right path starts with knowing your options, and we're glad Yusuf could help light the way.

A strong financial future starts with the fundamentals – understanding your paycheck, your taxes, your benefits, and you...
05/18/2026

A strong financial future starts with the fundamentals – understanding your paycheck, your taxes, your benefits, and your retirement options – and we believe that knowledge should be available to everyone.

Two members of our Financial Planning Team, Ryan Kelly and Aubrey Klearman, recently had the privilege of volunteering with Tzedek DC's Financial Empowerment Program, leading workshops on Understanding Your Paycheck for DC residents working to build confidence and long-term financial stability.

Their session covered everything from payroll withholdings and tax brackets to employee benefits and retirement planning, taking the time to thoughtfully answer questions attendees had along the way. We're grateful to Tzedek DC for the meaningful work they do and for the opportunity to be part of it.

If you could make your personal information harder to steal in five minutes, would you do it?We've seen a significant in...
05/16/2026

If you could make your personal information harder to steal in five minutes, would you do it?

We've seen a significant increase in scams targeting our Clients lately – phishing attempts, check fraud, malware – and we want to make sure you have what you need to stay protected. The latest edition of TheLiveBigWay® Digest is dedicated entirely to cybersecurity, with practical guidance on recognizing threats, securing your accounts, and getting ahead of the risks most people don't think about until it's too late.

Consider this a challenge: read it, then take one action today. Freeze your credit with all three bureaus. Set up multi-factor authentication on an account that doesn't have it. Start using a password manager. Learn to spot a deepfake.

Small steps compound, and the best time to take action is before you need to: https://yebu.com/thelivebigway_digest/thelivebigway-digest-cybersecurity-edition

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