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

10/16/2026

There are 18 days until Election Day, and the headlines are only going to get louder. Once the results are in, the real conversation turns to the questions that matter most for your plan, like how markets may respond and which policies could change.

C3Os Yusuf Abugideiri and Lauren Stansell will tackle these questions and more in our live webinar, “The Votes Are In: Now What?” on Tuesday, November 10 at 11am PT | 2pm ET. They’ll cover what the results may mean for your portfolio, the tax planning moves worth making before December 31, and what belongs on your radar heading into January.
The election is just one chapter in a busy year. Save your spot to hear how our team is connecting the dots between what’s happened, what’s ahead, and what it means for you: https://events.zoom.us/ev/AosjDjsRNjVUiE-Owne7DGpPOnV-4d8I5wVj_UIK191JAnExIynj~AhTlZRg8-mb4i62BDPrpiGzmDBsT869GDVbzm7cE14ooO-ZgSMM_lk-Ofw

10/15/2026

No one person can have all the answers, but a backyard full of curious financial planners gets everyone a little closer!

C3O Lauren Stansell is a member of the Standard Deviants, a study group of Bay Area financial planning business owners, who recently gathered for their annual barbecue. Members fire up the grill and bring apps, sides, and agendas full of questions that turn into hours of fantastic conversation. The group spans many stages of firm ownership, so each person brings a different kind of insight and experience to the (picnic) table.

This year’s conversations covered Medicare and long-term care planning, AI tools, team development, and succession planning. The topics change from meeting to meeting, but the group’s shared values hold steady: Clients come first, great advice requires constant learning, and the next generation of planners deserves real support.

We love Learning Big alongside friends who share our passion for this profession because it makes us better for our Clients and our team.

10/14/2026

The people who serve our Clients shape every part of their experience, so we take great care in choosing who joins our team.

Last week, Kacie and Will attended FPA National Capital Area’s 13th Annual Career Day at George Mason University for a full day of back-to-back interviews with aspiring planners. Our team reviewed applications before the event and chose the candidates we were most eager to meet, so every conversation could go beyond the résumé to what draws someone to this work and how they might grow with us.

Career Day is often where we meet our next intern, and we look for someone who will learn from our team as much as they contribute to it. Choosing thoughtfully today means a stronger culture and better service for our Clients for years to come.

10/13/2026

Learn Big isn’t just something we say at YeskeBuie, it’s something our team lives. Three of our teammates are taking post-graduate courses this semester while balancing full-time work and full lives, driven by a desire to better serve our Clients and to keep growing as professionals and as people.

Gavin is digging into sampling methods, data analysis, confidence intervals, and how data can inform real-world decisions in his Statistics course.

Kacie is finding it rewarding to see Dave and Elissa’s influence on the profession in her Intro to Financial Life Planning class, especially as she connects what she’s learning in theory to her day-to-day work with Clients.

And Sydney is learning how families can thoughtfully pass along assets to the people and causes they hold near and dear in her most recent class, Estate and Gift Taxation, which explores how those transfers are taxed during life and at death.

Their curiosity becomes your advantage, and we’re grateful to Sydney, Kacie, and Gavin for everything they bring back to the team.

10/07/2026

Financial advice is helpful; financial planning is magic. Magic happens through discovery meetings, genuine curiosity, active listening, and forming deep connections with Clients and others in the profession. CFP® practitioners listen to and look at the whole picture because the operating instructions for your financial plan come from your heart and soul, not from the numbers.

Your most valuable resource is time and having a comprehensive financial plan and a deep relationship with your financial planning team allows you the freedom to spend your time pursuing your Live Big® life.

This World Financial Planning Day, we’re celebrating the humanity that drives the profession – the Clients all planners have the privilege of serving, along with those who have come before us and guided the profession to where it is today.

10/06/2026

As more aspects of life move online, protecting your financial future starts with protecting your information.

October is Cybersecurity Awareness Month, and helping you safeguard your data is a responsibility we take seriously. Check out these action items and choose one to implement today to help preserve your digital identity moving forward:

1. Turn on multi-factor authentication everywhere it's available.
2. Use strong and unique passwords (via a secure password manager, ideally).
3. Pause before clicking links in unexpected emails or texts (or never click them to be safe — go directly to the website URL yourself, log in, verify if the request is real).
4. If you ever receive a request to move money that feels urgent or unusual, call us directly to help you verify its validity (we will always be glad you did!).

Throughout the month, we’d encourage you to dig deeper and discover how you can increase your online security in a way that matches your digital footprint: https://yebu.com/category/cybersecurity

While you're doing your part to lock things down, our team is doing the same on our end. We stay sharp through quarterly trainings, safe phishing tests, and cybersecurity webinars and programs (including a few we've hosted!), all so you can rest assured your information is well protected.

10/01/2026

From chanting “H-O-K-I-E-S, Hokies!” at football games to championing CFP® Professionals (all together now: “C-F-P!”), the journey that begins on campus can lead to a lifelong calling.

A handful of YeskeBuie’s Hokies — Yusuf Abugideiri, CFP®, Kacie Fawls, CFP®, and Will Tracy, CFP® — recently connected with other alumni, faculty, and students at the Virginia Tech Financial Planning Program happy hour event in Fairfax, Virginia. They discussed the impact of the program, offered expert insights in support of the program’s growth, and learned more about scholarship opportunities for current students.

Living out “Ut Prosim” and investing social capital in the educational pathways that once shaped us is one more way our planners help prepare the next generation to enter the profession.

09/30/2026

Financial planning, at its heart, is about people, and spreading our passion for the financial planning profession is a vital part of fostering the next generation of financial planners.

Kacie Fawls, CFP® recently traveled to the University of Maryland's College of Business for their Finance Networking Night, joining Kasey Kobs, Director of Registered Programs at the CFP Board, and UMD alumna Rita Cheng, CFP®. They connected with students about how careers in financial planning allow practitioners to use their analytical skills while serving others in their communities. Students showed up with curiosity and thoughtful questions, leading to engaging conversations about the intersection of humanity and money.

Some of the students Kacie met may be sitting across the table from Clients one day, and helping them take the first step is one of our favorite ways to Give Big and Learn Big.

09/29/2026

For years, students have faced uncertainty regarding their federal student loans. Will they be forgiven? What repayment plan is best? Does the Department of Education even still exist?

The One Big Beautiful Bill Act (OBBBA) reshaped federal student loans in ways every borrower and parent should understand. There are new caps on how much families can borrow, and a key loan option for graduate students is going away. Repayment is changing, too, so many current borrowers will need to rethink their approach. In Part One of our Student Loan and College Planning mini-series, Ryan Kelly, CFP®, explains what changed and what it could mean for your family's plans. Read all about it here: https://yebu.com/financial-planning/student-loan-and-college-planning-mini-series-part-one

Understanding the rules is the first step toward confident decisions about college and debt. Guiding families through that process, from the first financial aid form to the final payment, is one of the ways we help people Live Big®.

09/25/2026

Cue the confetti because we're celebrating something big — Lauren Stansell's birthday!

As C3O, protector of our BIGs, dumpling enthusiast, and grammar guru, Lauren pours heart and enthusiasm into everything she does. She shows up for Clients and our team with unmatched steadiness and endless empathy. We're so thankful for the passion she brings to every interaction (and for keeping things entertaining around our office with "The Office" quotes and movie references).

Here's to another year overflowing with Live Big® memories. Happy birthday, Lauren!

Address

220 Montgomery Street
San Francisco, CA
94104

Telephone

+18007721887

Website

http://www.yebu.com/

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