Wealth Management For All The Phases Of Your Life
At Lily Financial Services, we help our clients plan and invest for retirement, generate income from their investments once they have retired, and plan for sharing their legacy with the next generation. Whatever your goals, we can help you work toward your objectives today, tomorrow and for generations to come. We are ready to work for you!
*We communicate with our clients in both English and Chinese to accommodate our diverse client-base.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Important items to consider when purchasing condo insurance.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Being healthy not only makes you feel good, it may also help you financially.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Ascertaining the value of your business is important for a variety of reasons.
Here are 4 great, and sometimes unexpected, places to raise a family.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Even low inflation rates can pose a threat to investment returns.
The decision whether to buy or rent a home may have long-term implications.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Do you have causes that you want to support with donations? Here are three tips.