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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Apps that help small business owners better manage and grow their business.
For homeowners who think their property taxes are too high, there are ways to appeal.
Your credit score may influence how much you pay for auto and home insurance.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How will you weather the ups and downs of the business cycle?
Do you know these three personal finance sayings?
Taking your Social Security benefits at the right time may help maximize your benefit.
If you died, what would happen to your email archives, social profiles and online accounts?
Here’s a crash course on saving for college.
Here’s a quick guide to checking to see if you have unclaimed money.