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.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Try these activities to keep your brain sharp.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
A few strategies that may help you prepare for the cost of higher education.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
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 questionnaire will help determine your tolerance for investment risk.
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
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here is a quick history of the Federal Reserve and an overview of what it does.
There’s an alarming difference between perception and reality for current and future retirees.
Learn how to harness the power of compound interest for your investments.
There are three things to consider before dipping into retirement savings to pay for college.