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
-
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.
-
Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
-
New and Improved Tax Treatment for Qualified Small Business Stock
The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
-
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
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
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.