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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Knowing your options when a CD matures can help you make a sound investment decision.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Read this overview to learn how financial advisors are compensated.
A four-step framework for building a personal legacy.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What is your plan for health care during retirement?
Around the country, attitudes about retirement are shifting.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, cracking the code on bonds.