Understanding Today’s Financial Environment
At Yaegers Financial Services, we are dedicated to helping our clients and their families work towards their financial goals. We approach this by listening to their needs and providing objective, problem-solving services, and independent financial guidance. We are committed to the highest standards of honesty, integrity, and ethics. We believe that Trust is paramount to our business, and we strive to maintain a relationship built on Trust with each and every client.
As markets and economies evolve so do an individual’s needs, wants, and goals. Just as you rely on experts to safeguard your health, fix your home, and maintain your car, why not make the same sound decision with your financial planning and investments? We encourage you to take the time and call us today, to set up an independent and objective complimentary consultation and experience……the personal side of wealth.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Couples may be able to head off many of the problems in a marriage that money can cause.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The federal government requires deceased individuals to file a final income tax return.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
What if instead of buying that vacation home, you invested the money?
Making the most of surprises is a great reason to work with us.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Even low inflation rates can pose a threat to investment returns.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.