Nan Yin & Carolyn Juan - A Two Generation Advantage

Helping People Make Sound Financial Decisions


 Welcome

Welcome to our website!  We hope you'll find the information presented on our website helpful.  Our goal is to help each individual client achieving his or her financial goals.  We hope to empower you to make the right financial decisions for your unique situation.


Our Team 


Our team consists of Nan Yin Juan, who began her financial consulting career in 1987.  Yufang Carolyn Juan, who joined Nan Yin's practice in 2004.  As a mother-daughter team, they have been offering solid financial strategies to thousands of clients in the Metropolitan Washington, DC area. 


 
Calculators

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

More Newsletters →