Richard F. Yost, CLU, ChFC, CFP®, AEP
Fiscal Funding, Inc
Your 401(k) Specialist!
https://calendly.com/financialplanningmakesithappen (Book a time for us to make contact.)
| Retirement Resources | |
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RICHARD F. YOST, CLU, ChFC, CFP®, AEP
1600 Executive Parkway, Suite #220
Eugene,
OR
97401
Phone:
- 866-683-7012
Fax:
- 541-683-0929
E-mail:
Newsletters
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?