Insights

Connecting with Clients Through Our People with Dave Youngstrom

June 16, 2022

Dave Youngstrom is the CEO of Yeo & Yeo CPAs & Business Consultants. Yeo & Yeo is one of the country’s leading tax, technology, accounting, wealth management, and medical billing advisory firms. Dave has been part of the Yeo & Yeo family for over 28 years, where he served as Principal, Director, and Board of Directors before becoming its CEO. He earned his Bachelor of Business Administration at Saginaw Valley State University – College of

The Heightened Economic Pain in Russia

June 13, 2022

Are you worried about what the Russian-Ukrainian war means for your portfolio? Do you feel waves of frustration as the US inflation numbers have markedly increased, and everything from groceries to gas prices is digging deeper into your wallet? This might help you feel a bit better. After facing over 2,778 internal sanctions and experiencing tens of thousands of casualties, Russia will likely repent its invasion decision for years to come. Several international parties (ranging

Balancing Special Needs Planning with Your Retirement

June 6, 2022

Parents with a special needs child have many of the same wishes as all other parents. They want to make memories, do the best for their family, and prepare their child for the future. They also hope to retire one day with a measure of financial peace of mind. When there’s a will, there’s a way — and that is true of financial planning for families with special needs. It is true that unique circumstances

Owner’s Corner – The Foundations of an Enduring Construction Company with Randy Strebig (podcast)

May 23, 2022

Randy Strebig is the Founder and Owner of Strebig Construction, a construction firm in Fort Wayne, Indiana. When Randy founded the company in 1980, he focused the firm’s efforts on residential modeling, roofing, and concrete flatwork. Over the last 40 years, Strebig Construction has been expanding and evolving into a dominant force in commercial, industrial, and design/build projects. Randy and the Strebig Construction team are dedicated to taking a customer’s dream from idea to reality

Charitable Giving Strategies Beyond Cash

May 12, 2022

How will you support your favorite charity this year? A donation by cash or check is always appreciated, and many people do that every year. According to a survey from LendingTree, more than half of Americans (56 percent) donated an average of $574 [1]. Giving money is great; however, sometimes families look for other options to help the organizations they wish to support. There are several charitable giving strategies that don’t involve money. In this

Executive Decisions- Finding Contentment As A Retired Financial Advisor with Fred Helfrich (podcast)

May 9, 2022

Fred Helfrich is a retired Certified Financial Planner who formerly worked for SYM Financial Advisors. He worked for the financial advisory firm for over an impressive 41 years. As a financial planning expert, Fred has mastered the art of wealth management, investments, estate planning, and financial advice. He holds a Bachelor’s degree in Mathematics from Hanover College and earned his CFP in 1986 from the College for Financial Planning. Since retiring in 2021, Fred has

Connecting with Clients Through Our People with Dave Youngstrom

The Heightened Economic Pain in Russia

Balancing Special Needs Planning with Your Retirement

Owner’s Corner – The Foundations of an Enduring Construction Company with Randy Strebig (podcast)

Charitable Giving Strategies Beyond Cash

Executive Decisions- Finding Contentment As A Retired Financial Advisor with Fred Helfrich (podcast)

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