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September 09, 2010 @ 02:08 PM

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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. 


 

Newsletters

HOT TOPIC: The Great Inflation-Deflation Debate

We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

More Newsletters →

Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cash Flow Analysis

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →