2023 Newsletters

Feel free to review any 2023 Newsletters listed below.

December 2023


Article Highlights include:
Prevent Cyber-Shopping Scams This Holiday
The Fed is Keeping its Options Open This December

November 2023


Article Highlights include:
Federal Funds Rate Expected to Hold Steady Through November
Social Security Beneficiaries will get 3.2 Percent Bigger Payments in 2023

October 2023


Article Highlights include:
What Will Retirement Really Be Like?
Finding Purpose in Retirement

September 2023


Article Highlights include:
The Retirement Challenge No One Talks About
Tips to Boost Savings as Retirement Approaches

August 2023


Article Highlights include:
Revisiting The Healthcare Aspect of a Retirement Portfolio
IRS Guidance Update on Inherited IRAs

July 2023


Article Highlights include:
Financial Independence is a Type of Freedom
Are Consumers Over Age 60 Propping up the Economy?

June 2023


Article Highlights include:
Some Details in the Recent Debt Ceiling Deal
Autopay Can be Convenient, But Not For These Bills

May 2023


Article Highlights include:
2022 State of Retirement Finances
Popular Financial Myths

April 2023


Article Highlights include:
Addressing Debt to Protect Your Retirement Plans
The Importance of Life Insurance in an Uncertain Economy


March 2023


Article Highlights include:
Managing Credit Card Debt as Interest Rates Increase
FED Comments on Inflation and Labor Signal Continued Fund Rate Hikes


February 2023


Article Highlights include:
Some Secure Act 2.0 Provisions That Start in 2023
Taxes in 2023: Your Tax Refund Might Be Smaller This Year


January 2023


Article Highlights include:
2023 Tax dates & Deadlines
Habits are the “Compound Interest” of Self-Improvement



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Annuity Guide

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Jerry Yu
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Social Security Guide

Learn about some of the strategies you can consider to maximize your Social Security benefit.

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(626) 890-0090

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Disclaimer: The information presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.