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 email@example.com or (415) 753-9167. I hope to hear from you today.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Is your estate in order? This short quiz may help you assess your overall strategy.
Marriage changes everything, including your insurance needs.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Try these activities to keep your brain sharp.
Get ready to enjoy America’s national park system with this helpful article.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
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.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement 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 to set up your financial goals for success? This knight does.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here are five facts about Social Security that might surprise you.