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September 06, 2010 @ 12:59 AM

Dow Jones Industrials 10,447.93+ 127.83
Nasdaq Composite 2,233.75+ 33.74
S&P 500 1,104.51+ 14.41

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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

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

TIPS for Fighting Inflation

Although inflation has been fairly quiet over the past few years, it remains a perennial concern for investors because it reduces the value of money over time.

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

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.

More Newsletters →

Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →