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September 09, 2010 @ 01:27 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

Stocking Up on Cash: Scared or Prepared?

Having enough cash to make it through an illness, injury, job loss, or other financial emergency can help you avoid taking on debt or tapping your retirement assets.

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

HOT TOPIC: New Year, Higher Taxes?

After the Waterford Crystal ball descends in Times Square on New Year’s Eve, most people will see their taxes ascending for 2011 — at least that’s the current situation. Find out how high they could go.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

More Newsletters →

Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →