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Locality: South Pasadena

Phone: +1 626-396-1650



Address: 1499 Huntington Dr, Ste 303 91030 South Pasadena, CA, US

Website: www.guidantplanning.com/

Likes: 81

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Allen G. Yee CFP, CWS of Guidant Planning, Inc. 16.10.2021

Read the latest issue of Retire Wise here: https://bit.ly/retirewise-oct21

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 09.10.2021

Your #insurance needs don’t stay the same when the nest empties, but what changes?

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 24.09.2021

In September, stocks hit some turbulence, turning cautious amid slowing economic growth and policy debate in Washington.

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 16.09.2021

For a small business, the loss of a key person could cause financial hardship.

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 04.09.2021

Social host laws may make you responsible for underage drinking in your home, even if you are away.

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 16.08.2021

This Quarterly Recap summarizes market performance, major events and news from Q3 2021. Read more here: https://bit.ly/3A1RGVw

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 13.08.2021

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 07.08.2021

The key to #healthcare in retirement might be a patchwork of different choices.

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 29.07.2021

The latest commentary from @CeteraIM discusses today's #stock market selloff. Click here to read more: https://bit.ly/3zOHxLN #economy #markets #stocks #stockmarket #bonds

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 12.07.2021

Risks to the #economy and #markets are growing as the economy slows to a sustainable pace. Waiting for a correction could be like watching a pot boil though. @ceteraIM's #Outlook #Bonds #Stocks #Fed https://bit.ly/3ALkSB7

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 24.06.2021

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questionsand answersto help you get started. Learn more here:

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 12.06.2021

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 29.05.2021

#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 09.05.2021

The latest commentary from @CeteraIM discusses the recent market volatility. Click here to read more: https://bit.ly/2Zap0g9 #economy #markets #stocks #volatility #Fed #China #inflation #evergrande

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 14.01.2021

As complex as the details of taxes can be, the income tax process is fairly straightforward.

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 29.12.2020

It's 2021: time to check your tax bracket! The latest issue of Retire Wise covers the 2021 tax rate schedule, standard deduction increases, and 5 ways to reduce pandemic-related stress. Read more here: http://bit.ly/retirewise-jan21

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 10.12.2020

For millions of Americans suffering financially during the COVID-19 pandemic, the holidays are adding extra emotional and mental stress. CNN has the latest @

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 24.11.2020

Have you heard these three common misconceptions about #SocialSecurity?

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 12.11.2020

In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.

Allen G. Yee CFP, CWS of Guidant Planning, Inc. 03.11.2020

Congress aims to pass the second version of the SECURE Act, which would make more changes to retirement rules. Yahoo Finance has the story @