california-advisors

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|

Chano Arellano: Which of these four annuity types will best fit your retirement income plan?

"Choosing "safe money products" for your retirement involves gaining more clarity about what you need your money to do for you."   by Chano Arellano Annuities have existed since the days of the Roman Empire, yet some still view them as a product to avoid. If you listen to today's self-anointed retirement "experts," purchasing an [...]

By |2022-10-23T19:02:14+00:00October 18th, 2022|Leave a legacy, Protect your wealth, 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|
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