G. A. YEAGER & ASSOCIATES, INC

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. 

We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We hope you take advantage of the resources on our web site and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

If you would like to set-up a complimentary initial appointment with Gary we would be happy to schedule that with you.  Just call or send us an e-mail to get started.

Car Affordability

How much can you afford to pay for a car?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Why Hold Money Market Mutual Funds?

Why investors still hold money market mutual funds despite low returns.

HOT TOPIC: Tax Reform: How Will You Be Affected?

On December 22, 2017, President Trump signed a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. This Special Report provides an overview of the major corporate tax changes and a more comprehensive outline of the provisions likely to affect individual taxpayers.

Options for Inherited IRAs

Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

Medicare Open Enrollment

The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.

More Newsletters →