insurance

Jerry Yu: How do you use life insurance in estate planning?

In this short , but info-packed video, Orange County, California's top financial expert, Jerry Yu, explains the hows and whys of using insurance in your financial planning.  If you are concerned about protecting what you've worked so hard to accumulate and create multi-generational wealth, then you'll definitely want to listen to what Jerry has to [...]

By |2022-10-30T17:04:38+00:00October 30th, 2022|Leave a legacy, Watch and Listen|

Teresa Kuhn: The difference between those who are wealthy and those who die broke.

Since I work with both middle class and high net worth individuals and business owners, I have observed the actions and traits that set these two groups apart. These are things that anyone, regardless of their education, background, or current financial status, can employ to improve the odds of financial success.

By |2022-10-26T00:35:13+00:00February 7th, 2022|Investing, Leave a legacy, Protect your wealth|
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