USA residents: For a limited time only, get a no-cost hard copy of Jerry's bestselling book, "Fortify Your Financial Kingdom." Go to the link below to find out more: https://jerryyu.retirevo.com/content/... Episode 4 of the Fortify Your Financial Kingdom podcast. In this 9 minute episode, Jerry Yu, "The Family Money Doctor©️" takes a look [...]
"People desiring a long life must count the costs. There's a lot to think about when you want to live long and prosper." Jerry Yu, Reign Financial By Jerry Yu Reign Financial Living for as long as possible is an idea that appeals to many of us, especially as we begin thinking about retirement. Still, [...]
By Jerry Yu If you’re like most people, you probably haven’t thought much about the how much you'll need to withdraw to make your retirement savings last longer. Or, some of you might say, “4%” because your financial advisor told you about the so-called “4% Rule.” The “4% Rule” says that if you retire at 65, you should [...]
by Jerry Yu Reign Financial 401ks have numerous benefits and are critical to many people's retirement plans. However, 401ks have a few shortcomings that may make them problematic for some seniors. These plans may also pose issues for people who've changed jobs but decided to leave their 401k with that employer. If you fall into [...]
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 [...]
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 [...]
