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Sheila Chau, ChFC, CLUFinancial Advisor
Sheila Chau, ChFC, CLUFinancial Advisor
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Sheila Chau, ChFC, CLU
Financial Advisor

2540 Huntington Drive, Suite 105 San Marino, CA 91108

Phone:

  • (626) 862-2287 I Text only (626) 618-7984

Fax:

  • (213) 263-0325

E-mail:

  • schau@financialguide.com
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Newsletters

  • Wealthy Colleges Face Expanded Endowment Tax

    A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

  • How Has SECURE 2.0 Affected 401(k) Plans?

    The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.

  • Beneficiary Designations: Who Gets the Money?

    It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

  • Balancing Life in the Sandwich Generation

    The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

More Newsletters »

Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated US insurance companies. Registered representative of and securities, investment advisory and financial planning services offered through MML Investors Services, LLC, Member SIPC (www.sipc.org). 790 E Colorado Blvd, Suite 710, Pasadena, CA 91101, (626) 639-1900. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. CRN202902-10426102

 

Office: 2540 Hungtington Drive, Suite 105, San Marino, CA 91108
Call. (626) 862-2287  l  Text Only: (626) 618-7984  I  Fax: (213) 263-0325

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