WELCOME TO YIM INVESTMENT MANAGEMENT, LLC
Newsletters
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Separately Managed Accounts: Tax-Efficiency and Tailored for You
With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
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HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
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What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Credit Card Debt
How Long Will It Take to Pay my Balance?