"Many Americans are opting to work past age 65. What will that mean for their health savings accounts?"- Jerry Yu By Jerry Yu Turning 65 is a significant event for most Americans. For many, age 65 marks the beginning of retirement or transitioning out of self-employment. There are also numerous changes to their health insurance [...]
By Jerry Yu Lately, I’ve had several clients and prospective clients come to me with the question, “Jerry, what can I do right now to buffer against an economic downturn? Some of these people are looking for a magic bullet that will rid their portfolios of all the erosive elements threatening their wealth. Some are [...]
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By Jerry Yu The Family Money Doctor© If you are in the "sandwich" generation, you may need a "money doctor." Lately, I've been writing about the "sandwich generation"- those who care simultaneously for their growing families and aging parents. I too am a sandwich generation member, so I know the difficulties associated with providing [...]
by Jerry Yu- "The Family Money Doctor" Reign Financial If you are a pre-retiree or retiree looking for risk-resistant ways to grow and protect your wealth, you might want to discover more about multi-year guaranteed annuities or MYGAs. MYGAs are one kind of fixed annuity, differing from other fixed products mainly in the length of [...]
Jerry Yu is Southern California's most trusted advisor, with years of experience helping ordinary Americans harness the strategies of the wealthy to grow and protect wealth. Find out now how to get a free copy of Jerry Yu's latest book, "Fortify Your Financial Kingdom." Click this link to discover more. Get a free hard copy [...]
https://www.youtube.com/watch?v=9gqivamt4HM&t=107s In this video, Southern California's "Family Money Doctor," Jerry Yu talks about the inevitable gaps most Americans will have in their retirement incomes.. and what you can do to bridge those gaps. Reserve your free copy of Jerry's latest book, Fortify Your Financial Kingdom (USA residents only) by going here: https://jerryyu.retirevo.com/content/.... Read more articles [...]
Living too long may be the greatest threat to your retirement plans. Will you have enough money to last your whole retirement? By Jerry Yu Research from Allianz Life indicates that more than 60% of people over 50 worry more about running out of money than dying! Unfortunately, fears about living too [...]
Is a 529 the only way to save for college? by Jerry Yu Monica was an attentive, motivated parent, going far beyond the call of duty to ensure her son Jacob had every tool available to succeed. Sacrificing time and money, Monica made sure Jacob had access to tutors to increase his [...]
To avoid running out of money in retirement, you must protect your wealth against market volatility and "sequencing risk." One of the most significant risks to retirees' nest eggs is that timing withdrawals from your retirement account could negatively affect your overall returns. Lower-than-expected returns will then increase your chances of a shortfall in your [...]
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. https://www.youtube.com/watch?v=uyvuSQdfOKw Check out my other LTC content below: https://www.safemoneytrends.com/jerry-yu-will-your-state-require-you-to-have-long-term-care-insurance-mandates-may-be-coming-soon-to-many-states/
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 [...]
