Secure Retirement Strategies

06/03/2026

"We were both satisfied with our various meetings with Phil and Tom. They are both very knowledgeable in financial products and the advice that they render is excellent. Both are very accommodating with their time either on the phone or in person.
We highly recommend their services.
Nick & Naida" says Naida on Google

★★★★★ We were both satisfied with our various meetings with Phil and Tom. They are both very knowledgeable in financial products and the advice that they render is excellent. Both are very accommodating with their time either on the phone or in person. We highly recommend their services. N...

06/03/2026

Trump Accounts are set to become available in early July, giving parents a new way to save. The accounts will have their pros and cons, and your best use will depend on your goals and timeline.

06/02/2026

When was the last time you updated your passwords? 🔐 If it’s been a while… today’s a good day to start.

June is Internet Safety Month—a great reminder to create stronger passwords, update privacy settings, and stay alert to potential scams.

Taking a few proactive steps now can go a long way in protecting what matters most.

06/02/2026

"I want to express my appreciation for the expert knowledge and care I was given by Tom Yeuter. He continues to be immediately available to me for answering any of my questions and helping me feel assured about my investment. Thank you Tom!" says Tim on Google

★★★★★ I want to express my appreciation for the expert knowledge and care I was given by Tom Yeuter. He continues to be immediately available to me for answering any of my questions and helping me feel assured about my investment. Thank you Tom!

06/01/2026

AI could allow the economy to keep growing even as fewer workers benefit from it, raising new questions about GDP and how recessions are defined.

05/31/2026

📖 Ever heard the advice, “Don’t judge a book by its cover?” The same idea applies to retirement.

Your plan may look great at first glance, but inside it could hide gaps and shaky assumptions, and include chapters that don’t fully account for taxes, income needs, or how long retirement may last.

We’re here to help strengthen the storyline so your retirement plan tells a story worth reading.

05/30/2026

See key market data for the week ending May 22, 2026.

05/29/2026

Healthcare costs for people with employer-sponsored insurance plans are rising at the fastest rate since the pandemic.

05/28/2026

This or That: Retirement Edition

🗺️ Explore new places
📖 Catch up on books and hobbies

Retirement should fit your lifestyle. Whatever your ideal days include, we’re here to help create a plan that supports it.

05/27/2026

Gap insurance covers the loan balance if your totaled car's value is less. Cars depreciate fast, often leading to a higher loan balance than the value.