Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft
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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 xu.wang@lpl.com or (415) 753-9167. I hope to hear from you today.

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How to Appeal Your Property Taxes

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This calculator helps estimate your federal estate tax liability.

Home Mortgage Deduction

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Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

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Try these activities to keep your brain sharp.

Countering Counterfeit Currency

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Mastering Mobile Lingo

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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Agent Jane Bond is on the case, cracking the code on bonds.

The Power of Compound Interest

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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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