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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Ascertaining the value of your business is important for a variety of reasons.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
What can be learned from the savings rate?
Understanding how capital gains are taxed may help you refine your investment strategies.
It may help your business be better prepared in the event of the death of a principal or key employee.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What if instead of buying that home, you invested that money?