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.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Do you understand these common mobile slang terms?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
There’s a link between debt and stress.
Tax preparation may be the perfect time to give the household budget a check-up.
Try these activities to keep your brain sharp.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
Do you know how to set up your financial goals for success? This knight does.
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?