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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Newsletters
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Key Retirement and Tax Numbers for 2025
This article outlines some important IRS cost-of-living adjustments for 2025.
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ETFs Are Closing the Gap with Mutual Funds
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
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Home Energy Rebates Could Save You Money
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
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Life Insurance in Retirement
Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.
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?