Glory To Glory Tax Strategy & Wealth Advisory 華臻財富方舟

11/25/2023

年金計畫種類很多，確實有很多不錯的方案。但也有不少人被花俏的廣告誤導，買了不適合自己的計畫。本週日(11/26)下午3:00，產品說明會上，由我們公司有15+年以上經驗的資深投資師(RIA)，為大家講解以下大家關心目前最火的年金相關問題，請儘速與我聯繫報名參加🙋‍♀️🙋‍♂️
1. 年金都有哪些種類，功能和特色又是什麼？
2. 開戶25%，40%等的高分紅是噱頭還是什麼功用？
3. 如何橫向比較年金方案，找到適合自己的方案？
4. 年金的適用人群和潛在的風險是什麼？
5. 升息止步，該如何鎖住高利息潛力？

10/30/2023

11月是National Long-term Care Awareness Month 🧑🏻‍⚕️我們公司為了提升大眾對長期護理的重視及理解，以及為了在加州即將開始徵收的長期護理州稅而做準備，將於11/4周六下午三點，在矽谷的 Milpitas 為大家帶來一場現場講座。

想知道自己應該是乖乖交稅給加州政府比較划算呢？還是用自己私人的長期護理保險來opt out ，免掉這額外的payroll tax 呢🧐

能申請opt out 所剩時間可能不多了，請儘早與我聯絡報名參加講座📲

03/10/2023

📌Have you ever thought about what type of retirement lifestyle you want to have?
📌Have you ever thought about how to achieve your retirement dreams and goals?
📌Do you want to know how to avoid your retirement savings from being depleted by inflation risks, market downturn risks, and expensive long-term care costs?
📌 Do you know California and New York will levy long-term care taxes in a year or two? What’s your strategy to opt out?

Please do not miss today’s seminar hosted by our senior financial advisor with over 15 years of experience and myself. We will have answers for you. Please scan the QR code on the flyer or PM me for registration.

02/07/2023

The followings are the top three money goals from the survey;
1. Creating & maintaining a budget (89%)
2. Creating an emergency fund (82%)
3. Evening out monthly spending (82%)

♦️What are your 2023 financial goals for yourself and your family?
♦️How are you going to achieve them?

Please feel free to share with us in the “comment” 🧐

The doom and gloom surrounding the U.S. economy has yet to extend to Americans' personal finances.

12/01/2022

Most people’s retirement accounts, like 401k or IRA, have dropped to 301k since the beginning of this year. The top Wall Street strategist already predicted the continued bear market 📉 for the first half of 2023. That means 401k could really dropped to 201k. 😱That means a lot of people need to delay their retirement year for 10+ years 😭

However, the investment vehicles with structured strategy, your retirement accounts will have downside protection with decent upside potential. Some even provide lifetime income to solve our longevity issues. Please PM me to find out if you are qualified. 📲

Finance Morgan Stanley Wall Street’s top strategist Mike Wilson predicts a double-digit percentage drop to hit stocks in early 2023 Wall Street's top strategist Mike Wilson predicts the S&P 500 will shed a quarter of its value in early 2023. BY Sophie Mellor November 30, 2022 8:00 AM EST Mike Wils...