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.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This checklist can give you a quick snapshot of how prepared you are.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
It's important to make sure your retirement strategy anticipates health-care expenses.
Try these activities to keep your brain sharp.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, cracking the code on bonds.
Learn how to harness the power of compound interest for your investments.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Do you know these three personal finance sayings?
Here’s a quick guide to checking to see if you have unclaimed money.