jerryyu

Jerry Yu: How to Deal With Long Term Care

In this short video, Southern California income advisor Jerry Yu explains why, if you don't have provision for LTC needs, your retirement plan is less than stable. https://www.youtube.com/watch?v=uyvuSQdfOKw Check out my other LTC content below: https://www.safemoneytrends.com/jerry-yu-will-your-state-require-you-to-have-long-term-care-insurance-mandates-may-be-coming-soon-to-many-states/

By |2022-11-27T21:18:30+00:00November 27th, 2022|Retirement, Watch and Listen|

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|

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|

Jerry Yu: Will your state REQUIRE you to have long term care insurance?

Authored By Jerry Yu, Reign Financial "New laws passed in several states will require employers to collect a payroll tax from employees who don't have private long-term care insurance." - Jerry Yu. Mandates may be coming soon to many states. A dramatic demographic shift is happening in the United States. By 2030, more Americans will [...]

By |2022-10-23T17:48:08+00:00October 12th, 2022|Money News, Retirement|

How the SECURE Act could impact your retirement planning…

How will the SECURE Act affect YOUR retirement blueprint?  “The SECURE Act presents both challenges and opportunities for retirees if they act now…”- Jerry Yu.  By Jerry Yu Passed in 2019, the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act revised multiple aspects of retirement accounts and plans. The 29 provisions of [...]

By |2022-09-27T17:43:33+00:00May 20th, 2022|Leave a legacy, Protect your wealth|

Jerry Yu: Economic upheaval is on the way; are you ready?

"A global recession is all but guaranteed. Now is the perfect opportunity to take steps to blunt the impact." - Jerry Yu Bubbles are bursting everywhere, from real estate to crypto to technology. Many economic analysts say a severe economic downturn, possibly on the order of the Great Depression, is all but inevitable in 2022-23. [...]

By |2022-09-27T18:18:15+00:00April 27th, 2022|Protect your wealth|

Jerry Yu: Why women may want health savings accounts in their retirement plans

"Achieving less stressful, more successful retirements means you must find multiple ways to save money. Starting and contributing to an HSA is one way to accomplish this task." –Jerry Yu By Jerry Yu If you enroll in specific high-deductible health plans (HDHP) at work, your employer may offer you the chance to participate [...]

By |2022-10-26T00:36:33+00:00February 23rd, 2022|Protect your wealth|

Jerry Yu: Live to 100 without running out of money

Until a few years ago, my grandmother regularly traveled across the globe to visit her four children, ten grandchildren, and eight great-grandchildren. Thanks to savvy financial planning, she has enjoyed decades of pursuing her interests with no worries about how she'll pay for the fantastic lifestyle she enjoys. Grandma Yu never has a sleepless night wondering if she will run out of money before she passes.

By |2022-10-23T18:17:57+00:00February 7th, 2022|Investing, Leave a legacy, Protect your wealth|
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