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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Important items to consider when purchasing condo insurance.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Good employee health can be great for the company’s bottom line.
At what point can you call a personal vehicle commercial?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment 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.
There are a number of ways to withdraw money from a qualified retirement plan.
Women must be ready to spend, on average, more years in retirement than men.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
All about how missing the best market days (or the worst!) might affect your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?