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 email@example.com or (415) 753-9167. I hope to hear from you today.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Read this overview to learn how financial advisors are compensated.
When considering life insurance, it's important to understand your options.
Term insurance is the simplest form of life insurance. Here's how it works.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
When do you need a will? The answer is easy: Right Now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here are five facts about Social Security that might surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
$1 million in a diversified portfolio could help finance part of your retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.