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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Learn more about women taking control of their finances with this infographic.
Purchasing homeowners insurance is critical for protecting your home.
Try these activities to keep your brain sharp.
However exciting retiring abroad may sound, it deserves considerable planning.
Lifestyle considerations in creating your retirement portfolio.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Why are 401(k) plans, annuities, and IRAs so popular?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The decision whether to buy or rent a home may have long-term implications.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.