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.
Helpful Content
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Doubling Your Money
This calculator demonstrates the power of compound interest.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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Saving for College 101
Here’s a crash course on saving for college.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?