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Kimmy Wan
- Sep 28, 2023
- 6 min
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...
312 views0 comments
Kimmy Wan
- Apr 13, 2023
- 7 min
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...
215 views0 comments
Kimmy Wan
- Apr 6, 2023
- 4 min
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...
431 views1 comment
Kimmy Wan
- Dec 23, 2022
- 6 min
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...
130 views0 comments
Kimmy Wan
- Nov 26, 2022
- 2 min
2023 Key Financial Planning Updates
2023 Key Financial Planning Updates
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Kimmy Wan
- Apr 19, 2022
- 8 min
Social Security Facts and Strategies
Social Security Facts and Strategies
145 views0 comments
Kimmy Wan
- Mar 10, 2021
- 7 min
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,...
229 views0 comments
Kimmy Wan
- Dec 9, 2019
- 3 min
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...
120 views0 comments
Kimmy Wan
- Oct 1, 2019
- 1 min
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...
60 views0 comments