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Articles on financial and retirement
| May 26, 2021 |
How does your State treat social security income?
(taxfoundation.com).
| | January 9, 2021 |
How retirement planning needs to change in 2021
(MarketWatch.com).
| | October 3, 2020 |
No Pension? No Problem. Here Are 3 Steps to Replicate a Retirement Paycheck
(Barrons.com).
| | July 19, 2020 |
Nearly Half of Older Americans are not Familiar with LTC Insurance
(nasdaq.com).
| | May 24, 2020 |
Renter Eviction during Pandemic
(azcentral.com).
| | April 14, 2020 |
The Risks Of Cash Value Life Insurance (IUL)
(Forbes.com).
| | Feburary 22, 2020 |
Revocable Living Trusts Can Help Your Heirs Avoid Probate
(Barrons.com).
| | January 26, 2020 |
How to Avoid Estate Taxation on Life Insurance
(Investopedia.com).
| | January 16, 2020 |
Experts Forecast Long-Term Stock and Bond Returns: 2020 Edition
(Morningstar.com).
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| January 6, 2020 |
SECURE ACT Law: annuities can be part of your 401(k)
(MarketWatch.com).
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| November 25, 2019 |
Financial Planning Just Got a Whole Lot Harder
(Seeking Alpha.com).
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| November 16, 2019 |
Nobel Prize–winning economist William Sharpe on retirement income
(Barrons.com).
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| October 19, 2019 |
How to give your home to your adult child tax-free
(MarketWatch.com).
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| October 17, 2019 |
Hedge funds still can't keep up with the stock market
(MarketWatch.com).
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| September 10, 2019 |
The Problem with Bonds in Retirement Portfolio
(The Wall Street Journal.com).
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| August 06, 2019 |
Where insurance company invests?
(ThinkAdvisor.com).
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| June 25, 2019 |
The Future Looks Terrible for U.S. Nursing Home Costs
(Bloomberg.com).
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| May 10, 2019 |
Diabetes Tests
(CDC.gov (Page last reviewed: May 10, 2019) ).
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| April 1, 2019 |
Are Annuities the Best Strategy to Fund One's
Retirement? (AdvisorPerspectives.com).
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| January 2, 2018 |
Warren Buffett won bet against hedge funds
(Business Insider).
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| August 28, 2017 |
Should we plan on living to 100?
(MarketWatch.com).
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Are your investment and wealth protected and safe in USA (在美国的投资受到保护、安全吗)? |
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- 银行账户由 FDIC 保 |
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- 年金保险由 state guaranty fund 保 |
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- 投资账户由 SIPC (Securities Investor Protection Corporation) 保。
它保的是Securities，包括: |
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股票, 债巻, 国债, CD, mutual fund, money market fund, 等等。但不包括期货。
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上述三种都有上限，如同通常的房屋保险不保自然灾害和战争损失。 |
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亚里桑那州立大学教室里讲座。ASU，2017
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| 终身收入 |
| 投资养老 |
| 财富传承 |
| 风险调控 |
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| 咨询请电： |
| 480-616-6126 |
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480-616-6126