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 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 firstname.lastname@example.org or (415) 753-9167. I hope to hear from you today.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The true cost of raising a child may be far more than you expect.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Probate can be a completely public process, or it can be managed to include as little information as possible.
Being healthy not only makes you feel good, it may also help you financially.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Smart investors take the time to separate emotion from fact.
All about how missing the best market days (or the worst!) might affect your portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
It's easy to let investments accumulate like old receipts in a junk drawer.