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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
There are common mistakes you can avoid when saving for retirement.
How to help determine life insurance needs to provide for your family after you pass away.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The federal government requires deceased individuals to file a final income tax return.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
If you died, what would happen to your email archives, social profiles and online accounts?
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.