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
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?
Term insurance is the simplest form of life insurance. Here's how it works.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Tips to avoid checking in luggage on your next vacation.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
There’s a link between debt and stress.
It's important to understand how inflation is reported and how it can affect investments.
Tips on insuring your teen driver.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Have you found yourself suddenly single? Here are 3 steps to take right now.
Around the country, attitudes about retirement are shifting.
There are hundreds of ETFs available. Should you invest in them?
Making the most of surprises is a great reason to work with us.
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?