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Retirement Planning Tips: What Thousands of Retirees Taught Me (No One Tells You This)
Written by Kimmy Wan Embracing new beginnings: A hand gracefully intertwined with a flourishing plant, symbolizing growth and the journey into retirement. After 28 years of sitting across the table from people with different incomes, different backgrounds, and different personalities, I’ve learned something simple: Everyone lives differently. But the fundamentals? They’re surprisingly the same. Some people want to travel the world. Some don’t want to leave their neighborhood.
Kimmy Wan
Apr 67 min read


Applying Baseball Strategy to Investment: Diversification for Winning Result
Finding similarities between baseball strategy and investment strategy can give you fresh insights, inspiring effective approaches, and...
Kimmy Wan
Jun 25, 20235 min read


Cryptocurrency History Chart Developed by Kimmy Wan |KW Wealth Management
KW WEALTH MANAGEMENT does not currently hold Bitcoin, Ethereum or other cryptocurrency in our portfolio strategies. The information...
Kimmy Wan
Jul 26, 20212 min read


Fear of inflation? Read here to find out why, what, and how to protect yourself?
Inflation is measured by the Consumer Price Index, which measures the average change over time in prices paid to consumer goods and...
Kimmy Wan
May 13, 20217 min read


Top 7 Advice for Any Investor
What a year in 2020! It was just over a year after I founded my minority women-owned investment management company. Then in January 2020,...
Kimmy Wan
Mar 10, 20217 min read
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