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 protected] or (415) 753-9167. I hope to hear from you today.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Tips on insuring your teen driver.
However exciting retiring abroad may sound, it deserves considerable planning.
Beware of these traps that could upend your retirement.
Simple steps may help you foil hackers and protect your privacy.
Understanding how a stock works is key to understanding your investments.
There are four very good reasons to start investing. Do you know what they are?
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If you died, what would happen to your email archives, social profiles and online accounts?
How will you weather the ups and downs of the business cycle?
Around the country, attitudes about retirement are shifting.
Why are 401(k) plans, annuities, and IRAs so popular?