Will President Biden’s Capital Gains Tax Increase Mean You Should Head For The Exit?

"As a new administration shifts into high gear, many people think about how Biden's tax reform proposals will affect them. People nearing retirement age and attempting to play "catch-up" with their savings are especially concerned about imminent tax increases' impact on their retirement planning."- Jerry Yu. For as long as taxes have been around, they [...]

By |2021-04-15T16:36:55+00:00April 13th, 2021|Retirement Planning, Taxes|

There Is A New Sheriff In Town

There is a new standard for portfolio management: Fixed Indexed Annuities Volatility and anxiety seem to walk hand in hand. Because of uncertainty, many retirees and pre-retirees are more concerned about their financial future than since the Great Depression. The question is where and how do Americans save, and how are their savings affected by [...]

By |2021-04-13T14:23:22+00:00April 13th, 2021|Annuities, Bonds, Retirement Planning, Uncategorized|