Jerry Yu, Reign Financial & Insurance Services Inc.

About Jerry Yu

Jerry Yu founded Reign Financial in 2000 to help pre-retirees and retirees pay less in tax and avoid making mistakes with their finances from which they won’t have time to recover. His hands-on approach has garnered him praise from the hundreds of people he has helped over the years and he is in high-demand as a financial educator and article contributor. He is the co-author of “Defend Your Financial Kingdom”. (full Author Biography)| phone: (626) 890-0090 | sites:,
If you would like to live life on your own terms and do the things you love when you retire, you’ll need to discover how to defend your financial kingdom.

Jerry Yu: How to Deal With Long Term Care

In this short video, Southern California income advisor Jerry Yu explains why, if you don't have provision for LTC needs, your retirement plan is less than stable. Check out my other LTC content below:

By |2022-11-27T21:18:30+00:00November 27th, 2022|Retirement, Watch and Listen|

Caution! Don’t get stuck with a “just-in-case” retirement plan, with Jerry Yu

Do you have a "Just In Case" Retirement plan?  If so, that's something you definitely don't want.  Discover how to move from "just in case" to "as prepared as possible" in this short video from California's most trusted financial advisor, Jerry Yu. Discover more! Jerry Yu Reign Financial - The Family Money Doctor Check my [...]

By |2022-10-30T17:19:46+00:00October 30th, 2022|Leave a legacy, Protect your wealth|

Jerry Yu: How do you use life insurance in estate planning?

In this short , but info-packed video, Orange County, California's top financial expert, Jerry Yu, explains the hows and whys of using insurance in your financial planning.  If you are concerned about protecting what you've worked so hard to accumulate and create multi-generational wealth, then you'll definitely want to listen to what Jerry has to [...]

By |2022-10-30T17:04:38+00:00October 30th, 2022|Leave a legacy, Watch and Listen|

Jerry Yu: What to do when asset bubbles are bursting

Authored By Jerry Yu, Reign Financial and Insurance Services If you were one of those fortunate enough to learn at least a smattering of economics in high school, you might recall hearing about the disturbing things known as "asset bubbles." Before discussing asset bubbles, we should first define the word "asset," which isn't as easy [...]

By |2022-10-23T17:44:14+00:00October 21st, 2022|Investing, Leave a legacy, Retirement|

Jerry Yu: Don’t put all your apples in Uncle Sam’s basket.

Tax planning is essential for retiree survival. By Jerry Yu As I explain in my new book, "Fortify Your Financial Kingdom," taxation doesn't magically disappear just because you've stopped punching a time clock. Far from being a past problem, taxes may be one of your most significant retirement expenses. If you plan on retiring but [...]

By |2022-10-23T17:47:02+00:00October 13th, 2022|Retirement, Taxes|

Jerry Yu: Will your state REQUIRE you to have long term care insurance?

Authored By Jerry Yu, Reign Financial "New laws passed in several states will require employers to collect a payroll tax from employees who don't have private long-term care insurance." - Jerry Yu. Mandates may be coming soon to many states. A dramatic demographic shift is happening in the United States. By 2030, more Americans will [...]

By |2022-10-23T17:48:08+00:00October 12th, 2022|Money News, Retirement|

Jerry Yu: How multigenerational wealth is and isn’t created.

A tale of two grandpas... By Jerry Yu I first arrived in the United States from Taiwan, a teenaged boy who could barely manage a few words in English.  I clung to my Chinese-English dictionary hoping someone would understand me, and hoping I’d get the hang of this strange new Western culture. Because I was [...]

By |2022-10-23T17:56:19+00:00September 13th, 2022|Investing, Leave a legacy, Retirement|

Jerry Yu: Are you part of the “sandwich” generation?

Many of us in the sandwich generation toss and turn at night wondering if we'll manage to stay in control of our financial kingdoms." Jerry Yu By Jerry Yu If you' re like me, you may fall into a category known as the "sandwich; generation."  It's a term that describes people who still have children [...]

By |2022-10-23T18:03:55+00:00August 23rd, 2022|Leave a legacy, Protect your wealth|

The most “boring” product you’ll ever own?

By Jerry Yu Several years ago, a successful career woman named Julia purchased a million-dollar life insurance policy from me. Many of Julia's family and friends questioned her decision. After all, they pointed out, she was only forty-six years old, in excellent health, and had very little debt. She and her husband earned a good [...]

By |2022-09-26T01:53:17+00:00August 20th, 2022|Investing, Leave a legacy, Protect your wealth|

How the SECURE Act could impact your retirement planning…

How will the SECURE Act affect YOUR retirement blueprint?  “The SECURE Act presents both challenges and opportunities for retirees if they act now…”- Jerry Yu.  By Jerry Yu Passed in 2019, the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act revised multiple aspects of retirement accounts and plans. The 29 provisions of [...]

By |2022-09-27T17:43:33+00:00May 20th, 2022|Leave a legacy, Protect your wealth|
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