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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Lease Payment

How much would your monthly lease payment be?

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Preparing Not to Inherit

Preparing for retirement will require adequate saving and investing, not just working hard to stay in the good graces of wealthy relatives.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

More Newsletters →