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.Contact Us
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
It's important to understand the pros and cons when considering a prepaid debit card.
Here's a breakdown of how the federal government spends your tax money.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Healthy habits are one of the greatest gifts to give your child.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When should you take your Social Security benefit?
It’s never a bad time to speak with your financial advisor about changes in your situation.
You’ve made investments your whole life. Work with us to help make the most of them.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, cracking the code on bonds.