Understanding Today’s Financial Environment
Welcome, I’m John Tan, a Financial Advisor & Wealth Manager in Long Beach, 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
I look forward in hearing from you.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Here are 4 great, and sometimes unexpected, places to raise a family.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are three things to consider before dipping into retirement savings to pay for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Understanding the cycle of investing may help you avoid easy pitfalls.