by Jerry Yu The Family Money Doctor Reign Financial Services Indexed Universal Life (IUL) insurance has gotten more popular in recent years due to its flexibility, tax advantages, and other potential benefits. However, like any financial product, IUL also has some possible drawbacks to consider. If you’re considering purchasing an indexed universal life insurance policy [...]
One of California's most respected financial educators, Jerry Yu, explains how wealthy Americans are busting some of the most common annuity myths. https://www.youtube.com/watch?v=027I9EegSoo Jerry Yu Senior Vice President Reign Financial Services (626) 890-0090 jerry.yu@reignfinancialservices.us
Contributed by Jerry Yu: 60 Minutes recently aired a segment about what happens when ordinary Americans get bills from the Social Security Administration. Each year over one million Americans are told their benefits were incorrectly calculated and are expected to pay that money (which can add up to thousands of dollars) back. What if this [...]
by Jerry Yu Reign Financial What is the velocity of money? Many years ago, philosopher David Hume and other thinkers developed what's known as the "classical theory" of inflation. This theory introduced the idea that increases in the money supply were the leading cause of inflation. However, as I will point out in this article, [...]
"What should I do with my 401k when I retire?" Many people about to retire ask that question. In episode 6 of the "Fortify Your Financial Kingdom" podcast, America's "Family Money Doctor, Jerry Yu, provides some possible answers to the dilemma of what to do with your 401k when you leave your job. https://www.youtube.com/watch?v=q0YPPTzukVY&t=5s [...]
In this episode, The Family Money Doctor Jerry Yu unwraps different ways to ensure your financial blueprint stays on course, no matter what else is going on in the world. For a limited time only USA residents can get a free HARD COPY of Jerry's book, "Fortify Your Financial Kingdom." Click on the link below [...]
By Jerry Yu Reign Financial New findings from the Employee Benefits Research Institute (EBRI) indicate that seniors' confidence levels concerning their ability to live comfortable lives once they stop working have changed significantly in the past five years. EBRI's 2023 report indicates that only 18% of pre-retirees feel confident about their retirement savings. Among those [...]
https://www.youtube.com/watch?v=7qFCaqoIxAI&t=8s
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 [...]
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 [...]
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
https://www.youtube.com/watch?v=nPvRNfc1DIc
