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.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
An increasing number have been developed to help individuals with their personal finances.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Military families face unique challenges, making personal finance even more critical.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Do you have causes that you want to support with donations? Here are three tips.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.