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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.

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Helpful Content

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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