3080 Olcott Street
Suite C210
Santa Clara, CA 95054
408-839-8596


Ready for Retirement? Estate Management 101 Raise Your Retirement Income Women and Retirement

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. 

 

Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

 

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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