Search


Social Security Strategy: A Beginner's Guide to Informed Choices
The Social Security program is a crucial income source for many seniors in the United States. Established in 1935 through the Social...

Kimmy Wan
Sep 28, 20236 min read
313 views
0 comments


Mastering Your Money: Six Financial Planning Tips
Financial planning is like a map that guides you on your financial journey. It involves setting goals, creating a plan to reach them, and...

Kimmy Wan
Apr 13, 20237 min read
216 views
0 comments


A Lad's Clever Guide to Money Matters
Blog writer: Ian from Winston Churchill International Baccalaureate Middle School Editor: Kimmy Wan In this heartwarming photograph, a...

Kimmy Wan
Apr 6, 20234 min read
437 views
1 comment


What are the options for 1031 Exchange?
In 1998, I began my career as a mutual fund operation analyst with one of the largest financial investment firms on Wall Street. Then, I...

Kimmy Wan
Dec 23, 20226 min read
132 views
0 comments
2023 Key Financial Planning Updates
2023 Key Financial Planning Updates

Kimmy Wan
Nov 26, 20222 min read
46 views
0 comments


Social Security Facts and Strategies
Social Security Facts and Strategies

Kimmy Wan
Apr 19, 20228 min read
147 views
0 comments


Top 7 Advice for Any Investor
What a year in 2020! It was just over a year after I founded my minority women-owned investment management company. Then in January 2020,...

Kimmy Wan
Mar 10, 20217 min read
230 views
0 comments


What Every Woman Should Know About Social Security?
Women needs to take an active role in Finance. Men needs to support their spouse by sharing this article with them. Whether you are...

Kimmy Wan
Dec 9, 20193 min read
120 views
0 comments


Medicare Benefit
Good news to those of you retiring this year at 65 years old! Starting next year, with income brackets more than $85,000 as individuals...

Kimmy Wan
Oct 1, 20191 min read
61 views
0 comments