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.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
An increasing number have been developed to help individuals with their personal finances.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
If you find it hard to attain personal life goals, there’s an app for that!
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Learn a little about worldwide currency in this fun infographic
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
With alternative investments, it’s critical to sort through the complexity.