Richard F. Yost, CLU, ChFC, CFP®, AEP
No cost AD&D Life Insurance Policy
Fiscal Funding, Inc
Your 401(k) Specialist!
https://calendly.com/financialplanningmakesithappen (Book a time for us to make contact.)
Retirement Resources | |
Newsletters
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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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.