Articles related to #RetirementPlan

Twin solutions for saving tax and retiring well

If you want your retirement to be enjoyable, a steady income and medical protection are indispensable! Want to save for your retirement and save on tax now? Let’s take a look at how Simon does it!

Read More

Are there secret weapons to help you save faster?

We all know the benefits of saving money, but it’s often easier said than done when you have different financial obligations to meet! Don’t give up. Here are some tips on developing effective saving habits.

Read More

Annuities are not the elderly’s monopoly

An annuity can give you a lot more than just a retirement income. If you’re supporting school-age children and looking into different financial tools, find out how an annuity can serve as their education fund.

Watch Video

Public and private annuities – know the difference!

Buying an annuity early for retirement has been a hot topic recently. But there are public and private annuities, and some are even tax-deductible. Please figure out which plan is right for you before you buy!

Watch Video

A long term life insurance plan with potential tax benefits

By purchasing a Qualifying Deferred Annuity Policy certified by Insurance Authority (‘’IA”), in addition to the protection and saving benefits, you are also able to enjoy potential income tax deduction both as an individual taxpayer or as taxpaying couple.

Watch Video

SPY’s enjoyable retirement

Plan early for a carefree retirement! SPY, the cute corgi of Uncle Siu, is here to demonstrate ways to achieve a perfect retirement plan!

Watch Video