WELCOME TO YIM INVESTMENT MANAGEMENT, LLC
Newsletters
-
Living Benefits Can Help Counter Retirement Risks
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
-
Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
-
Is It Time to Step Up Your Digital Marketing?
Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?
-
Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.