YHB Investment Advisors, Inc.

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YHB Investment Advisors, Inc. With each client, YHB develops a diversified portfolio that is individually tailored.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
10/29/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

10/27/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
10/20/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Help clients understand the impact of the SECURE Act 2.0 on their required minimum distributions and how a QCD works.

10/15/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

10/13/2026

Here are 5 facts about Social Security you absolutely need to know.

This piece presents an overview of fundamental steps to consider when a loved one passes.
10/06/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Three tips for giving smart from the heart.
10/01/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

These 6 things might make your next return a prime target for an IRS audit.
09/29/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

YHB was honored to sponsor a hole and participate in the Swing for a Cause Golf Tournament benefiting Beat Parkinson's T...
09/25/2026

YHB was honored to sponsor a hole and participate in the Swing for a Cause Golf Tournament benefiting Beat Parkinson's Today.

Events like these bring communities together to raise awareness, inspire hope, and support meaningful research and programs. We are proud to be part of the effort. ⛳💙

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
09/24/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Address

29 South Main Street, Suite 306
West Hartford, CT
06107

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5:30pm

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