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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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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

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Richard F. Yost, CLU, ChFC, CFP®, AEP

Fiscal Funding, Inc

Your 401(k) Specialist!

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

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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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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Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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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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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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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