Yeh's Insurance Services

11/02/2025

https://www.facebook.com/share/v/1ReLAkuJQM/?mibextid=wwXIfr

Havw you looked into your health plans for 2026 yet? If not we can help!

11/09/2024

https://www.facebook.com/share/r/18NZVL23fW/?mibextid=WC7FNe

11/05/2024

https://www.facebook.com/share/p/BL1h58ET8Mh8T4sv/?mibextid=WC7FNe

Have you looked into your health plans yet for next year? Are you getting the coverage you need? We can help!

Did you know you can shop and compare 2025 health and dentalBrowse plans today. Shop on November 1 on wahealthplanfinder.org. plans before open enrollment begins? Visit www.wahealthplanfinder.org now through Oct. 30 to view plans and savings.

09/08/2024

Do you know about money dysmorphia?

https://www.cnbc.com/2023/11/13/money-dysmorphia-could-be-keeping-you-from-building-wealth.html?utm_campaign=trueanthem&utm_medium=social&utm_source=facebook%7Cmakeit&fbclid=IwZXh0bgNhZW0CMTEAAR3wcMkrXWm5LuhrtPj_U5d2lUY8OX0vzPt0oul6vFNIfjGlCx2ot785Ayc_aem_qeCPYhdWosCI795kgIcdZw&ai=

The mistaken belief that you have to be wealthy to work on their goals is hurting people financially, experts say.

08/11/2024

https://www.cnbc.com/2023/07/24/americans-have-big-number-goals-for-salary-retirement.html?utm_content=Main&utm_medium=Social&utm_source=facebook%7Cmain&fbclid=IwZXh0bgNhZW0CMTEAAR1ap8BJQ8ynXXSqo9x8fr4nDneIpkA_7pYa2PJ-8YoKhpEOh1fgq80n97Q_aem_GDPjUoeTb7hxYDlMbO83WA&ai=

Are you consistently saving and investing ?

Americans' expectations are higher for how much they need to earn and save, surveys show. Experts say they should keep these two tips in mind.

07/14/2024

Which tax strategy are you utilizing?

https://www.cnbc.com/2024/07/10/taxes-are-on-sale-why-now-is-a-great-time-to-save-in-a-roth-account.html?utm_campaign=trueanthem&utm_medium=social&utm_source=facebook%7Cmakeit&fbclid=IwZXh0bgNhZW0CMTEAAR0oiMenJhDC3d58W5z2qnQlduU67_falhHdLr3ip3ppQmIYtM5BrkPFpTM_aem_vjJOv9RAMiQ567Gvg7RBFg

You should always pay taxes at the lowest rate, says CPA Ed Slott. That means favoring Roth accounts over traditional savings vehicles.

06/30/2024

Do you have sufficient amount of emergency fund saved?

https://www.cnbc.com/2024/06/27/how-much-money-you-actually-need-in-an-emergency-fund.html?utm_campaign=trueanthem&utm_medium=social&utm_source=facebook%7Cmakeit&fbclid=IwZXh0bgNhZW0CMTEAAR2ijKQdcOiUfT_wDiy4BN4K3uQ9vjKMSf8h0h7j7y7jfBuI4DRb9XWNups_aem_KFHoiRN0vS1K1g0GrIQLzA

Financial pros suggest saving three to six months' worth of expenses for emergencies. But make sure you use a stripped down budget in your calculations.

04/21/2024

Do you know your number?

https://www.cnbc.com/2022/10/20/grant-sabatier-how-to-calculate-your-fire-number.html?utm_content=makeit&utm_medium=Social&utm_source=facebook%7Cmakeit&fbclid=IwAR06JPS55ZvExwaHJWmQmxoJnikuN59EvPt94Tmt7fZvdfYK7jUhe4bECeE_aem_ASd2LUJ9-pOwXhb28dq39vE2b-Iz8-emld69SGN4jPvUqLMQkF6b1ERuq2Nkz2Z0hiM

Your FIRE number is the total amount of money you need to be able to consistently withdraw from for the rest of your life.

04/14/2024

https://www.cnbc.com/2024/04/10/strong-money-habits-you-can-start-right-away-to-begin-building-wealth.html?utm_campaign=trueanthem&utm_medium=social&utm_source=facebook%7Cmain&fbclid=IwAR0sq6Dm1ElQ63LUszjz817AL6XUUoJwkT00mTdnfLN-6xnqMA96imGFKFk_aem_AZHcIpoeO6WcC6foiGowYgfLw9ec2dc7lyHCCGyA1JBlb7pzkAdHnsuH5pKc1sTah_M

It’s important to know your progress

It can feel daunting to know it may take a long time to accomplish your financial goal. But that doesn't mean you shouldn't start working toward it anyway.

03/31/2024

Are you making these mistakes?

https://www.cnbc.com/2022/01/04/dont-make-these-6-money-mistakes-in-your-30s-according-to-a-retirement-expert.html?utm_campaign=trueanthem&utm_medium=social&utm_source=facebook%7Cmain&fbclid=IwAR3Lye8v4EmPRVDl9KuubN98Gnpepnez1IsbMjanSwACP1_QugRTiwpk3-A_aem_AdwRSF6Q9ZmhCg-ZrJi22CHuHVxWsNcwTiqxwWEt6czEyL1SqE3ICTTEOc6s8HB9Zbk

Anne Lester, former portfolio manager and Head of Retirement Solutions for JPMorgan, shares the mistakes people in their 30s should avoid to retire early.

03/31/2024

https://www.cnbc.com/2024/03/28/median-401k-balances-for-americans-in-their-50s.html?utm_campaign=trueanthem&utm_medium=social&utm_source=facebook%7Cmain&fbclid=IwAR0PeC_0RuVLK7_WDUDqMNEdrgTMFTLXnpC5w_vAMi-p5su8W07YNNuNQA8_aem_AcuC0m3Zlv4jdz7L6GHcflhQ1An3_DxTN8VPBn6LHEQgOPVtCRlgibEl32KNOB9XSTs

Have you started saving?

Retirement is in view for Americans in their 50s. However, many have less saved than they may want. A retirement expert's tips to get on track.