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3 Retirement Mistakes That Can Cost You Thousands and How to Avoid Them
#RetirementPlanning #FinancialAdvice #WealthManagement #InvestingWisely #FinancialFreedom After nearly 30 years helping others with investment and retirement planning, I have met thousands of people with unique financial stories and goals. Some are self-made entrepreneurs, some are trust-fund beneficiaries, and many are hardworking American families building their futures through dedication and discipline. I have also worked with professionals from every field, including en

Kimmy Wan
Nov 15 min read
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Exploring America’s Economic Landscapes: Lessons from Regional Economies and Andrew Jackson’s Legacy
Written by Kimmy Wan, Pictures by Ian Harris Living and traveling in different parts of the world, like Asia, the U.S., and England, has...

Kimmy Wan
Jul 25, 20248 min read
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Bonding with Bonds: Navigating the Pros, Cons, and Strategic Allocations in Your Portfolio
#IndividualBonds #BondIndexFund #FixedIncome #InterestRateRisk #CapitalPreservation #InvestmentStrategy The consideration of bond index...

Kimmy Wan
Mar 25, 20246 min read
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2024 Key Financial Planning Update
#FinancialPlanning, #RetirementPlanning, #WealthManagement,#IRAContribution, #TaxPlanning, #EstatePlanning, #PersonalFinance For...

Kimmy Wan
Dec 27, 20233 min read
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The Homeless Crisis: Its Social, Economic, and Moral Dimensions
Blog writer: Ian from Winston Churchill International Baccalaureate Middle School Editor: Kimmy Wan The Human Side of Homelessness...

Kimmy Wan
Nov 14, 20235 min read
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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
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Exploring the Thriving Southern Economy and Real Estate Opportunities
Welcome to my blog. Recently, I dropped off my son at a baseball camp at Ole Miss, I decided to try being a mystery shopper and explore...

Kimmy Wan
Aug 11, 20237 min read
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Applying Baseball Strategy to Investment: Diversification for Winning Result
Finding similarities between baseball strategy and investment strategy can give you fresh insights, inspiring effective approaches, and...

Kimmy Wan
Jun 25, 20235 min read
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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
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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
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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
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2023 Key Financial Planning Updates
2023 Key Financial Planning Updates

Kimmy Wan
Nov 26, 20222 min read
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Should everyone has free wireless internet?
Blog writer: Ian from Churchill International Baccalaureate School I am Ian, a student and guest blogger for the November 2022 issue. I...

Ian
Nov 1, 20223 min read
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What to believe? What is KW Wealth's focus?
I have traveled to the East Coast and completed much quality research to prepare for my next Blog release. While traveling, I have seen...

Kimmy Wan
Aug 27, 20225 min read
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When will this bear market end?
When will this bear market end?

Kimmy Wan
Jun 28, 20226 min read
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Social Security Facts and Strategies
Social Security Facts and Strategies

Kimmy Wan
Apr 19, 20228 min read
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Key Investment Perspectives during Ukraine-Russia Conflict
Foremost, my heart goes out to the families suffering in the Ukraine-Russia Conflict. As we are all looking at the news releases, how can...

Kimmy Wan
Mar 6, 20226 min read
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Big Picture in February 2022
This article represents the opinion of the writer. As always, though, you should remember to consider every piece of investment...

Kimmy Wan
Jan 27, 20225 min read
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A Knockout Punch to Chinese Tech, or is it?
In this article, I share my thoughts on the Chinese government's crackdown on Chinese tech companies. I am a bilingual and bicultural...

Kimmy Wan
Sep 1, 20216 min read
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Cryptocurrency History Chart Developed by Kimmy Wan |KW Wealth Management
KW WEALTH MANAGEMENT does not currently hold Bitcoin, Ethereum or other cryptocurrency in our portfolio strategies. The information...

Kimmy Wan
Jul 26, 20212 min read
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