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.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Identity theft is becoming more common every day. Here’s what to do if it happens to you.
One of the most common questions people ask about Social Security is when they should start taking benefits.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
More and more companies are choosing to donate to charities through volunteering their time, resources, or both.
Understanding the types of extended care services—and what those services could cost—may be critical.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Here’s a crash course on saving for college.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
An amusing and whimsical look at behavioral finance best practices for investors.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
There are hundreds of ETFs available. Should you invest in them?
A bucket plan can help you be better prepared for a comfortable retirement.