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
-
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.
-
It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
-
All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
-
How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
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?