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Yeo & Yeo Financial Services

When planning for your financial future, investments are just one piece of the puzzle. Together, we address all aspects of your journey and serve as your advisor and confidant. We work to develop financial strategies that will grow with you throughout the years. Our holistic approach helps our clients feel more confident in their strategy by providing creative ideas designed to meet their financial goals.

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It’s never too early or too late to start planning for retirement.

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Are you ready to take control of the financial future of your farm?

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We go beyond the services of a typical wealth management firm and offer a truly consultative approach.

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Helpful Content

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

 

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Debt Stress

There’s a link between debt and stress.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Surprises

Making the most of surprises is a great reason to work with us.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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