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
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
It's important to understand the pros and cons when considering a prepaid debit card.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Six overlooked tax deductions to help manage your tax bill.
Do you know where the idea of “retirement” comes from?
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
There are a number of ways to withdraw money from a qualified retirement plan.
Making the most of surprises is a great reason to work with us.
There are a few things to consider when buying or leasing your next vehicle.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What are your options for investing in emerging markets?
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, cracking the code on bonds.