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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
It sounds simple, but paying yourself first can really pay off.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Understanding the cycle of investing may help you avoid easy pitfalls.
What if instead of buying that home, you invested that money?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.