Yellow Finch Financial

Yellow Finch Financial Advisory services offered through Kintra Wealth, a Registered Investment Adviser.

At Yellow Finch Financial, our mission is to be a trusted and valued resource that enables and empowers our members to make the best decision at any stage of their lives by leveraging our resources, education, and guidance.

The Trump Accounts mobile app went live on May 28, 2026 but what is the Trump Account? Is it for you? Is it different th...
06/01/2026

The Trump Accounts mobile app went live on May 28, 2026 but what is the Trump Account?
Is it for you? Is it different than a 529 account?

Find out more in the most recent Finance Unfiltered episode where we break it all down.

Welcome to Finance Unfiltered, from the team at Yellow Finch Financial.We’re here to help you build your financial nest—whether you’re figuring out a budget ...

A 529 plan can help families save for education with potential tax advantages and flexibility.The best time to start sav...
05/29/2026

A 529 plan can help families save for education with potential tax advantages and flexibility.

The best time to start saving was yesterday. The next best time is today.

As we enjoy the long weekend with family, friends, and sunshine, we pause to remember and honor the brave men and women ...
05/22/2026

As we enjoy the long weekend with family, friends, and sunshine, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our country.

Wishing everyone a safe and meaningful

It's never too early to get started understanding wealth — and what generations who came before you did to set you on yo...
05/21/2026

It's never too early to get started understanding wealth — and what generations who came before you did to set you on your path. https://tinyurl.com/yh4pf3av

05/14/2026

🎙️ NEW Finance Unfiltered episode is now streaming!

We’re diving into the new 530A “Trump Accounts,” what makes them different from 529 plans, and what families should know moving forward.

No complicated finance speak. Just real conversations about money and planning for the future.

🎧 Listen now: https://tinyurl.com/26f6v95e

05/12/2026

New episode alert: Finance Unfiltered #4 is out now!

This week we’re talking Trump Accounts (530A) — what they are, who they’re for, and how they stack up against a traditional 529 plan.

🎧 Tune in for the simple, unfiltered breakdown. Listen now: https://tinyurl.com/26f6v95e

#529

35% of Gen Z homebuyers are single women. It's important to remember that single homeowners need state plans too - what ...
05/11/2026

35% of Gen Z homebuyers are single women. It's important to remember that single homeowners need state plans too - what you should know: https://tinyurl.com/38y6ndff

Behind so many strong financial futures… is a mom, or a woman who took on the role, who made sacrifices, planned ahead, ...
05/10/2026

Behind so many strong financial futures… is a mom, or a woman who took on the role, who made sacrifices, planned ahead, and kept everything on track.

This Mother’s Day, we celebrate the women who built the foundation and continue to inspire what’s possible.

Let’s keep that legacy going.

05/08/2026

Episode #4 of Finance Unfiltered is live!
We’re unpacking the newly created Trump Accounts (530A), how they work, and how they compare to traditional 529 plans. If you’ve been hearing the headlines but still wondering “wait… what is this?” — this episode’s for you.

Listen now: yellowfinchfinancial.com/vodcast

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124 W Fifth Street
Marysville, OH
43040

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