Welcome to Reese Yeatman Financial
Reese Yeatman Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients’ wealth by delivering a superior level of personalized service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (301) 657-9493. We look forward to hearing from you.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Purchasing homeowners insurance is critical for protecting your home.
Taking regular, periodic withdrawals during retirement can be quite problematic.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
There are things about Social Security that might surprise you.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Taking your Social Security benefits at the right time may help maximize your benefit.
Understanding the cycle of investing may help you avoid easy pitfalls.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.