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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
There are four very good reasons to start investing. Do you know what they are?
The uncertainties we face in retirement can erode our sense of confidence.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Calculating your potential Social Security benefit is a three-step process.
The item most homeowners forget on their home improvement project checklist is insurance.
Good employee health can be great for the company’s bottom line.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
How will you weather the ups and downs of the business cycle?
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.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
If you died, what would happen to your email archives, social profiles and online accounts?