
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Yorktown Financial Group, Inc. created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing*, retirement, estate planning strategies, and wealth preservation.
*Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, Rose Tree Corporate Center I, 1400 N. Providence Road, Suite 117, Media, Pennsylvania 19063 (610) 891-9700 Yorktown Financial Group, Inc. and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted. Tax advice and accounting services are offered independently of Equity Services, Inc.
Newsletters
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Catch Up for a More Comfortable Retirement
Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.
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What’s New for 2025?
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
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QLACs: Your Retirement Accounts Can Act Like Pensions
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.