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.
You’ve made investments your whole life. Work with us to help make the most of them.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Apps that help small business owners better manage and grow their business.
Here are six flags that may make your tax return prime for an IRS audit.
Even if you’re young and single, you should still consider protecting yourself.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Investors who put off important investment decisions may face potential consequence to their future financial security.
A quick look at how federal income taxes work.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
When do you need a will? The answer is easy: Right Now.
Do you know these three personal finance sayings?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are three things to consider before dipping into retirement savings to pay for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
What is your plan for health care during retirement?