Protect your wealth

How to protect assets from market downturns: Jerry Yu “The Family Money Doctor”

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 [...]

By |2023-01-24T21:29:16+00:00January 20th, 2023|Retirement, Watch and Listen|

Jerry Yu: How to fill in your retirement income gaps…

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 [...]

By |2023-06-03T18:23:06+00:00January 20th, 2023|For Agents, Money News, Retirement|

Is There A Way To Stop Inflation Without Crushing The Economy And Killing The Dollar?

Authored by Brandon Smith Alt-Market. US By Brandon Smith One of the most dishonest games being played in economics today is the attempt by various groups (political and financial) to deflect blame for the rise of inflation. The Biden White House and Democrats desperately want to blame Russia and the war in Ukraine, even though [...]

By |2023-02-25T01:21:27+00:00January 16th, 2023|Money News, Protect your wealth|

Can having an annuity help protect your wealth from the effects of cognitive decline?

By Daniel Stewart As we age, it's common to experience some decline in cognitive ability. This unfortunate situation is caused by several factors, ranging from lifestyle choices to genetics to diseases such as Alzheimer's and other types of dementia.  Unfortunately, the consequences of diminished mental acuity in seniors are disturbingly negative. Whether we like to [...]

By |2023-01-15T16:51:04+00:00January 15th, 2023|Protect your wealth, Retirement|

What is a life annuity with period certain, and is it a good option for retirees?

by Orlando McCall You give an insurance company a specified amount when you buy an annuity. In exchange, the insurance company pays that money back to you in payments. Modern annuities give you numerous choices and a good deal of customization options. One popular annuity option is the period certain life annuity. A period-certain annuity [...]

By |2023-01-15T16:51:58+00:00January 15th, 2023|Investing, Leave a Legacy, Retirement|

Sean Sparkman: Five ways seniors can create passive income now and when they retire.

By Sean Sparkman Now that our economy is experiencing severe volatility, the path to a safer, more prosperous retirement may not be as apparent to you as it was in the past. Company pensions are, for the most part, long gone, and most people won't be able to live on Social Security alone. In the [...]

By |2023-01-08T04:52:51+00:00January 8th, 2023|Investing, Protect your wealth, Retirement|

Should seniors continue to have credit cards when they are retired?

"Financial entertainers such as Dave Ramsey and Suze Orman often berate pre-retirees and retirees for using credit cards. But is it always BAD for seniors to use credit?"   by Debra May Leveraging other people's money (aka "credit") can be a fantastic way to grow your wealth and fund cash-flowing assets. Ask nearly any successful [...]

By |2023-01-07T07:28:08+00:00January 3rd, 2023|Lifestyle, Money News, Protect your wealth, Retirement|

Daniel Stewart : Is the traditional “60/40” Portfolio design dead? – Don’t count on it!

As the economic environment becomes more chaotic, pre-retirees with traditional 60/40 portfolios may experience substantially better performance than those who have weighted their matrix with riskier investments. by Daniel Stewart 2022 is reaching its' painful conclusion, with many seniors in a state of uncertainty and fear. Some Americans are so afraid of making mistakes with [...]

By |2022-12-30T21:17:29+00:00December 30th, 2022|Leave a Legacy, Protect your wealth, Retirement|

What are central bank digital currencies, and are they dangerous to your financial health?

Authored By Teresa Kuhn, JD, RFC, CSA - TeresaKuhn.com Living Wealthy Financial The concept of centralized global currencies has been around for some time now. However, this idea has raced from concept to reality as cash usage in the United States and globally continues to drop. Many people are eager to find alternatives to physical [...]

By |2023-07-20T20:40:49+00:00December 21st, 2022|Investing, Money News, Protect your wealth|

Why gardening can help you manage your portfolio better.

Written By Lance Roberts By Lance Roberts | December 20, 2022 Share Managing your portfolio has more to do with gardening than you might imagine. Over the last decade, behavioral finance studied investor psychology and identified the repeated behaviors investors make throughout market cycles. As you can probably surmise, investors tend to develop many “bad” behaviors, which [...]

By |2023-02-13T00:08:56+00:00December 20th, 2022|Investing, Lifestyle, Money News, Retirement|

Jerry Yu: Can you avoid outliving your retirement savings?

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 [...]

By |2022-12-20T05:07:42+00:00December 20th, 2022|Protect your wealth, Retirement|

Before putting money into a CD, should you take a look at fixed-index annuities?

This is a 2.5 minute read. by Debra May Retirees often face a dilemma when deciding how to invest their money in a more risk-averse manner. Certificates of Deposit (CDs) are popular, but Fixed Index Annuities (FIAs) are sometimes a much better option. I want to compare these two safe money choices to show why [...]

By |2022-12-16T01:46:45+00:00December 16th, 2022|Federal Employees, Investing, Protect your wealth|
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