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Kimmy Wan
Mar 10, 20217 min read
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,...
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Kimmy Wan
Aug 26, 20200 min read
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Kimmy Wan
May 20, 20205 min read
How do you shop for the right financial advisor?
#personalfinance #investments #financialadvice #financialadvisor #wealthmanagement #financialplan #helpneeded Given the current economic...
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Kimmy Wan
Mar 13, 20204 min read
When markets are choppy, maintain focus on things you can control
#financialplanning #personalfinance #marketvolatility #anxiety #coronavirus While you can’t control the markets, here are four things you...
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Kimmy Wan
Jan 8, 20204 min read
What Does The SECURE Act mean to you?
#secureact #retirementplanning #taxplanning #estateplanning #financialplanning Trump signed The SECURE Act (The Setting Every Community...
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Kimmy Wan
Dec 9, 20193 min read
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...
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Kimmy Wan
Nov 19, 20194 min read
The Future of Energy Companies and Climate Disclosures
Content written by Kimmy Wan A recent Allianz Life Insurance Co study indicated that 77% of millennial, 64% of Gen Xer and 61% of boomer...
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Kimmy Wan
Oct 15, 20195 min read
The Future of Plastic Economy
#learn #sustainableinvestment #investment The objective of this article is not to inform you of the environmental issues regarding...
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Kimmy Wan
Oct 1, 20191 min read
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...
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Kimmy Wan
Aug 24, 20194 min read
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