Welcome! I’m Hana Xu Wang, wealth advisor and a certified financial planner™ professional in San Francisco, California, USA. Whether your goal is saving and investing for retirement, college funding, tax efficiency, insurance planning or estate strategy, my personalized services focus 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.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How do the markets usually react to elections? Was the 2016 election any different?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
All about how missing the best market days (or the worst!) might affect your portfolio.