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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Ascertaining the value of your business is important for a variety of reasons.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Tips on insuring your teen driver.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
What is your plan for health care during retirement?
How does your ideal retirement differ from reality, and what can we do to better align the two?
It's easy to let investments accumulate like old receipts in a junk drawer.
Estate conservation is too important to put off. Do you have a smart exit strategy?
$1 million in a diversified portfolio could help finance part of your retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?