By Jerry Yu, author of “Fortifying Your Financial Kingdom” Multiple studies by retirement researchers show the primary concern of retiring Baby Boomers, and Gen-Xers is running out of money during retirement. Not having enough cash when you stop working is a rational concern, especially considering that demographers say by 2050, 25% of Americans will be [...]
https://www.youtube.com/watch?v=hxGR9_KgEbY&t=37s Jerry Yu is one of California's top retirement and income strategists, helping Americans in every stage of their financial lives. Jerry believes that, especially in troubling economic times, you should not be leaving your financial future to chance. Jerry's commonsense approach to both the accumulation and retirement phases of life, along with his [...]
Irvine, California top retirement advisor Jerry Yu explains that your cash savings can double surprisingly quickly... https://www.youtube.com/watch?v=-9iXFg1xMLI&t=2s #jerryyu, #jerry-yu, #jerryyucalifornia, #annuities, #ruleof72
by Robert Messinger Financial security is paramount if you're like many of my clients at or near retirement age. Life in a volatile and unpredictable economy may make you look for investment options promising growth, income, and safety. Your need for additional income streams and a lowered risk tolerance could mean you'll be [...]
By Authored By Teresa Kuhn, JD, RFC, CSA - TeresaKuhn.com Living Wealthy Financial 47% of Baby Boomers regret not starting retirement planning earlier. 35% wish they had more cash stashed away. By age 65, the average American has only saved 30% of the $1 million they'll need to maintain their comfortable lifestyles once they stop [...]
https://www.youtube.com/watch?v=nPvRNfc1DIc
Great short podcast episode from the Family Money Doctor, Jerry Yu. You can get a free hard copy of Jerry's latest book, Fortify Your Financial Kingdom by going to www.jerryyucalifornia.com. https://www.youtube.com/watch?v=hxGR9_KgEbY
"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 [...]
"The current economy is anything but stable, causing many investors to look for"alternative investments" such as metals, real estate, or private equity investments." by John Berlet The challenges of a post-pandemic economy are myriad. Inflation, increasing taxes, stock market volatility, and social unrest are just a few issues we're encountering in 2023. The constant [...]
by Robert Messinger With the economy seemingly in free fall and our leaders out of ideas, retirement planning has become more complicated and challenging than ever before. As I write this post, the specter of an unresolved debt ceiling looms large, fraying the nerves of everyone from central bankers to politicians to Social Security [...]
by Paul Hubbard III An increasing number of Americans are experiencing what they feel is "double taxation when it comes to their Social Security benefits. Some advocates are calling for an adjustment to current thresholds." As initially envisioned, Social Security was a safety net that its creators believed should be tax-free. After all, they reasoned [...]
https://www.youtube.com/watch?v=xgW6XOCryPI
