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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Tips on insuring your teen driver.
There are things about Social Security that might surprise you.
Read this overview to learn how financial advisors are compensated.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Preparing for the unexpected can make all the difference if your family relies on your income.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Bucket lists don’t have to be for tomorrow.