WELCOME TO YIM INVESTMENT MANAGEMENT, LLC
Newsletters
-
A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
-
HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
-
Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
-
HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?