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
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.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The uncertainties we face in retirement can erode our sense of confidence.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Can you keep up with your children’s mobile slang?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Here’s a crash course on saving for college.
Smart investors take the time to separate emotion from fact.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you know these three personal finance sayings?
With alternative investments, it’s critical to sort through the complexity.
Women must be ready to spend, on average, more years in retirement than men.