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
-
What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
-
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
-
Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
-
Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
Calculators
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?