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.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Try these activities to keep your brain sharp.
Knowing the rules may help you decide when to start benefits.
A look inside the U.S. government's statistics on household net worth.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
You’ve made investments your whole life. Work with us to help make the most of them.
A bucket plan can help you be better prepared for a comfortable retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.