Author: Michael W. K. Yee, Financial Advisor and Certified Financial Planner
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Insurance You May Not Realize You Need
Insurance is a product for the what-ifs in life. A good insurance policy can reduce the financial impact of an adverse event, mitigate financial losses, provide stability and offer some peace of mind during difficult times. Some insurance coverage is deemed so important, it’s mandated by law. But there is also lesser-known insurance coverage worth…
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No Kids? 5 Tips for Your Retirement
Many people build their retirement and estate plans around their children and grandchildren. Everything from where they live, to how they spend their time and money, to the legacy they want to leave behind is considered through the prism of their role as parents and grandparents. For those without kids and grandkids, a different formula…
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Special Needs Require Special Planning
Having a child with special needs presents unique challenges. When their condition limits their ability to earn a living and pay for living expenses upon reaching adulthood, financial worries can abound. Fortunately, there are steps you can take to ensure your child has sufficient financial resources and a dedicated support system. As you work towards…
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Tips for Transitioning Into Retirement
Retirement marks the end of a chapter in your career and the start of a new lifestyle. This unique transition can bring a myriad of emotions, most commonly, excitement and apprehension. If you’re pondering retiring in the next year or so, here are five tips to help you transition smoothly.
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Money Management for Couples
We all know couples who fight about money. You may even be in a relationship where finances are a source of tension. It’s no mystery why these kinds of conflicts are so common — money fuels our ability to take care of ourselves and our dependents. Managing it requires discipline and a plan, but often,…