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
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Taking regular, periodic withdrawals during retirement can be quite problematic.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Your credit score may influence how much you pay for auto and home insurance.
Six overlooked tax deductions to help manage your tax bill.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
What does your home really cost?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Around the country, attitudes about retirement are shifting.
Learn how to harness the power of compound interest for your investments.
How will you weather the ups and downs of the business cycle?