Understanding Today’s Financial Environment
Welcome, I’m John Tan, a Financial Advisor & Wealth Manager in Whittier, California. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
As a professional with years of experience in financial services, I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call me at (562) 283-8184. To know a little more of me, please refer to this PRESS RELEASE.
I look forward in hearing from you.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Military families face unique challenges, making personal finance even more critical.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
It may help your business be better prepared in the event of the death of a principal or key employee.
However exciting retiring abroad may sound, it deserves considerable planning.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn how to harness the power of compound interest for your investments.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.