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 to best meet their financial goals.Contact Us
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Try these activities to keep your brain sharp.
Good employee health can be great for the company’s bottom line.
Understanding the value of a home warranty.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Investors seeking world investments can choose between global and international funds. What's the difference?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A bucket plan can help you be better prepared for a comfortable retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you have causes that you want to support with donations? Here are three tips.