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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Life and Death of a \$20 Bill
How long does a $20 bill last?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here's a breakdown of how the federal government spends your tax money.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
It sounds simple, but paying yourself first can really pay off.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
$1 million in a diversified portfolio could help finance part of your retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here are five facts about Social Security that might surprise you.