Retirement

Jerry Yu: Adding A Fixed-Indexed Annuity To Your Portfolio Could Help Offset Inflation Risk

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 [...]

By |2024-06-10T18:06:12+00:00June 9th, 2023|Business Owners, Investing, Protect your wealth, Retirement|

Jerry Yu: Podcast- Fortifying your financial kingdom, Part 1

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 [...]

By |2023-09-27T20:55:07+00:00June 8th, 2023|Protect your wealth, Retirement, Watch and Listen|

Jerry Yu: How fast can your money double?

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

If you’re a senior considering purchasing a variable annuity, approach with caution

  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 |2023-09-27T21:25:13+00:00June 5th, 2023|Investing, Protect your wealth, Retirement|

Why bonds may not be the best choice for optimizing your retirement in the 21st Century.

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 [...]

By |2023-07-20T20:35:21+00:00June 4th, 2023|Business Owners, Investing, Retirement|

Jerry Yu: In a crazy world, is there any way to FORTIFY your financial kingdom?

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

By |2023-06-15T20:29:27+00:00June 3rd, 2023|Money News, Retirement, Watch and Listen|

What you must know about health savings accounts before you retire.

"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 |2023-10-14T01:53:23+00:00June 1st, 2023|Money News, Retirement, Taxes|

Ready to rise above the volatility? You might consider alternative investments.

"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 |2023-05-29T17:20:05+00:00May 29th, 2023|Investing, Money News, Real Estate, Retirement|

Ten reasons retirement researchers believe annuities are an excellent fit for most seniors

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 [...]

Will YOUR Social Security benefits be taxed?

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 [...]

By |2023-05-12T01:53:05+00:00May 12th, 2023|Money News, Protect your wealth, Retirement, Taxes|

Is it a good thing for ordinary Americans if the US loses reserve currency status?

Authored By Ryan McMaken, Mises.Org   Contributed by Jerry Yu It's a Good Thing for Ordinary Americans If the US Loses Reserve Currency Status 04/25/2023Ryan McMaken Earlier this month, Larry Kudlow insisted that it is "it's incumbent on the U.S. government, no matter who's in power, to maintain the reserve currency status of the dollar." Kudlow laments that [...]

By |2023-05-07T01:39:13+00:00May 5th, 2023|Business Owners, Investing, Money News, Retirement|
Go to Top