Yorktown Financial Group, Inc.

Envision your life. Plan to live it.

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and market data.

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, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning*, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource 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.


 

*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 II, 1400 N. Providence Road, Suite 1015, 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.
Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

HOT TOPIC: The Great Inflation-Deflation Debate

We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

More Newsletters →