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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

  • Strategies for Taking RMDs

    This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

  • Midyear Checkup: Can You Contribute More to Your Retirement Plan?

    With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

  • Don’t Take the Bait: Top Tax Scams in 2025

    As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

  • New Auto Loan Interest Deduction Explained

    The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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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