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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
A Lad's Clever Guide to Money Matters
Blog writer: Ian from Winston Churchill International Baccalaureate Middle School Editor: Kimmy Wan In this heartwarming photograph, a...
Kimmy Wan
Apr 6, 20234 min read
2023 Key Financial Planning Updates
2023 Key Financial Planning Updates
Kimmy Wan
Nov 26, 20222 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
What Every Woman Should Know About Social Security?
Women needs to take an active role in Finance. Men needs to support their spouse by sharing this article with them. Whether you are...
Kimmy Wan
Dec 9, 20193 min read
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