Allen G. Yee, CFP®, CWS®
South Pasadena, California, United States
443 followers
282 connections
About
Most retirees miss the five to seven year wealth preservation window. By skipping the…
Articles by Allen G.
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Social Security May Offer a Lifetime of Protection
Social Security May Offer a Lifetime of Protection
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How Long Should You Keep Financial Records?
How Long Should You Keep Financial Records?
Now that tax season is over, you may want to file your most recent records and discard older records to make room for…
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How can I avoid becoming a victim of a social engineering scam?
How can I avoid becoming a victim of a social engineering scam?
Imagine that you receive an email with an urgent message asking you to verify your banking information by clicking on a…
Activity
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You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
Shared by Allen G. Yee, CFP®, CWS®
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When it comes to investing, you may be your own worst enemy.
When it comes to investing, you may be your own worst enemy.
Shared by Allen G. Yee, CFP®, CWS®
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Do you know how missing the best and worst market days might affect your #portfolio?
Do you know how missing the best and worst market days might affect your #portfolio?
Shared by Allen G. Yee, CFP®, CWS®
Experience
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Education
Licenses & Certifications
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Certified Financial Planner
Certified Financial Planner Board of Standards
Credential ID # 185235
Languages
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English
Native or bilingual proficiency
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Cantonese
Native or bilingual proficiency
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Have you considered how long-term-care costs could affect your retirement budget? Find out more. #LongTermCare
Have you considered how long-term-care costs could affect your retirement budget? Find out more. #LongTermCare
Shared by Allen G. Yee, CFP®, CWS®
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Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property. #IntellectualProperty…
Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property. #IntellectualProperty…
Shared by Allen G. Yee, CFP®, CWS®
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You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
Shared by Allen G. Yee, CFP®, CWS®
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Compare your taxable investment to a tax-deferred one. The results may surprise you.
Compare your taxable investment to a tax-deferred one. The results may surprise you.
Shared by Allen G. Yee, CFP®, CWS®
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Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
Shared by Allen G. Yee, CFP®, CWS®
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Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
Shared by Allen G. Yee, CFP®, CWS®
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What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile. #RiskTolerance
What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile. #RiskTolerance
Shared by Allen G. Yee, CFP®, CWS®
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You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
Shared by Allen G. Yee, CFP®, CWS®
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Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt. #CreditCard
Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt. #CreditCard
Shared by Allen G. Yee, CFP®, CWS®
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All those years of work can add up to a small fortune. What's your strategy for your money? #BuildWealth
All those years of work can add up to a small fortune. What's your strategy for your money? #BuildWealth
Shared by Allen G. Yee, CFP®, CWS®
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Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial…
Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial…
Shared by Allen G. Yee, CFP®, CWS®
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The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill. #SocialSecurity
The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill. #SocialSecurity
Shared by Allen G. Yee, CFP®, CWS®
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The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
Shared by Allen G. Yee, CFP®, CWS®
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How literate are you when it comes to your finances? Brush up with these five basics.
How literate are you when it comes to your finances? Brush up with these five basics.
Shared by Allen G. Yee, CFP®, CWS®
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Why is California in a housing crisis? City Councilman Mikey Taylor shared how city/state regulations can have such a big impact on housing supply in the newest episode of THE FINANCIAL COMMUTE. We also discussed the difficulties of real estate development in California and how it can create less competition and more opportunities for property value growth, Commune Capital's investment strategy, and economic dynamics of the California real estate market. 👀 👂 Watch the full episode here: https://lnkd.in/gU6AC2r9 #realestate #californiarealestate #realestateinvestor Disclosure: Information presented herein is for discussion and illustrative purposes only. The views and opinions expressed by the speakers are as of the date of the recording and are subject to change and do not necessarily represent the views and opinions of Morton Wealth. These views are not intended as a recommendation to buy or sell any securities, and should not be relied on as financial, tax or legal advice. You should consult with your financial, legal, and tax professionals before implementing any transactions and/or strategies concerning your finances.
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Asad Zafari
Stable Prices Amid High Mortgage Rates in United States of America as of June 2024 Contact me to discuss the latest scoop in real estate! #sanfrancisco #sfrealestate #bayarearealtor #bayarea #california #bayarearealestate #sanfranciscorealestate #sfrealtor #californiarealestate #siliconvalleyrealestate
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Zaid Hanna
Tax Season Alert! Don't let uncertainty around your property taxes keep you up at night! In this video, I'll break down what you need to know about your property taxes in Santa Clara County, including how to request an informal review and appeal your assessment. Watch now and learn how to take control of your property taxes! If you want to learn more, please reach out to me at 408.515.1613 or [email protected] #marketupdate #housingmarket #bayarearealestate #jobmarket #economy #siliconvalley #siliconvalleyrealestate #homebuyers #homesellers #hannagroup #re38
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Omar Ruiz
Tax Impact for Real Estate Investors • December 3rd, Tuesday presented by Pat Leung from Leung Tax Consulting Free to attend virtually on zoom Join our club - The Orange County Real Estate Investors Club as we host Pat Leung to educate our members about Post-Election Tax Impacts for Real Estate Investors. Pat will speak on the following topics: • What to expect under Trump 2.0 • Year-end tax tips to cut your taxes • Action item to Avoid $500/day penalty Click the link for all the details:
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