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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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Lease Payment
How much would your monthly lease payment be?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?