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.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Even if you’re young and single, you should still consider protecting yourself.
There are things about Social Security that might surprise you.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you died, what would happen to your email archives, social profiles and online accounts?
Around the country, attitudes about retirement are shifting.