Welcome! I’m Hana Xu Wang, a financial professional in San Francisco, California, USA. Whether your goal is saving for retirement, college funding, tax efficiency, insurance planning or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.
I have years of experience in financial planning and wealth management. I look forward to working with you through all stages of your life. I can be reached at firstname.lastname@example.org or (415) 753-9167. I hope to hear from you today.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Important items to consider when purchasing condo insurance.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Tips on insuring your teen driver.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
When do you need a will? The answer is easy: Right Now.
Learn how to harness the power of compound interest for your investments.
The market is as unpredictable as the weather. We’d love to help you prepare.
A special needs trust helps care for a special needs child when you’re gone.
Smart investors take the time to separate emotion from fact.
Recent changes in estate tax laws could affect the strategy you have in place.