As a 40-something, you’re likely in the midst of some financially demanding years, with a complex mix of responsibilities and assets you...

How will you cover your expenses when you’re no longer receiving a paycheck? And how much money will you need in retirement? Those are...

IF YOU ALREADY HAVE a 401(k) for your retirement savings, do you need an annuity? It’s a question that many have asked. Although both are...

指數型的保險為什麼可以既有回報又安全？回答這個問題的時候，那一定繞不開「保底鎖利」，因為那是核心基底，非常重要。市場漲，指數跟著漲，直到封頂；市場跌，指數不會跌到負數，至少持平，用曲線圖來呈現就好像爬樓梯，不是直上直下，而是逐層攀升。...

華人的虎爸虎媽總是望子成龍望女成鳳，但是一個疫情爆出打亂了多少家長與家庭的規劃。我們知道美國大學，不單單只收住在美國的莘莘學子，也廣納來自世界各地的學生。美國大學入學方式多元，很多國際學生(華人學生)往往經過有計劃的規劃與栽培，都可以進入美國大學就讀。...

COVID-19疫情發生後，人們對未來的不可預期性，感受進一步加深了，特別是即將走向人生下半場的人。除了Social security還有什麼方法可以讓大家的退休規劃可以安全、穩定、持續保證的？如果這三項都要符合，那麼“年金”必有一席之地。...

Most people acknowledge that owning life insurance is important for their financial planning. But even when most see the need, they...