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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
If you find it hard to attain personal life goals, there’s an app for that!
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
It's important to make sure your retirement strategy anticipates health-care expenses.
An increasing number have been developed to help individuals with their personal finances.
A letter of instruction provides additional and more personal information regarding your estate.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
It's easy to let investments accumulate like old receipts in a junk drawer.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Have you found yourself suddenly single? Here are 3 steps to take right now.