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RICHARD F. YOST, CLU, ChFC, CFP®, AEP

1600 Executive Parkway, Suite #220
Eugene, OR 97401

Phone:

866-683-7012

Fax:

541-683-0929

E-mail:

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yost.richard@onesco.net

Calculators

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Contact Us

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Videos

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Richard F. Yost, CLU, ChFC, CFP®, AEP

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Fiscal Funding, Inc

Your 401(k) Specialist!

https://calendly.com/financialplanningmakesithappen (Book a time for us to make contact.)

Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Savings Accumulation

Estimate the future value of your current savings.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck