YHB Investment Advisors, Inc.

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

Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.
09/03/2026

Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.

An article on three healthcare costs that often catch retirees off guard.

Tax time can be a good time to give your household budget a checkup.
09/01/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected jo...
08/27/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Working in Retirement: New trend or same old story?
08/25/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

How much is enough for your emergency fund?
08/20/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

The savings rate is the government’s estimate of how much U.S. households are saving.
08/18/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.
08/13/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
08/11/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

There are benefits and limitations when you decide to donate stock. Learn more from our message.
08/06/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
08/04/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

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

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