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 | |
 |
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
-
Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
-
Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
-
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?