Wu Wealth Management Home About Us Resources Contact Us Flipbooks Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. - Ben Bernanke, Former Chairman of the Federal Reserve These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it. Financial Management Insight: Strategies to Help Build Your Future The decisions you make about money form the basis for your financial future and can help you pursue your goals. Understanding Social Security and Medicare: America’s Retirement Safety Net Social Security and Medicare rules can be complex. To help maximize benefits, it pays to understand your options. Higher Education: College Saving and Funding Strategies College is an investment in your child’s future. It requires a savings commitment and knowledge of funding methods. Investing Basics: Embark on Your Wealth-Building Journey Weighing the risks and rewards of various investment options can help you develop a sound investment strategy. Time to Get Tax-Savvy: Managing Your Tax Burden Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use. Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow The road to retirement is seldom smooth. You need a sound savings strategy to help overcome obstacles in your path. Wealth Preservation: Planning to Leave a Legacy An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays. Financial Protection: Using Insurance to Help Manage Life’s Risks Home, auto, life, disability — Protect your financial interests by having the appropriate insurance coverage. About Us Mission Statement Who We Are Our Financial Planning Our Service - Managing Money Our Service - Insurance Needs Our Location Account Look Up Featured Links Tell A Friend *** CHINESE *** Learning Center Articles Educate yourself on a variety of financial topics. Calculators A host of financial tools to assist you. Newsletters Timely Newsletters to help you stay current. Videos A dynamic library of videos. Flipbooks These magazine-style flipbooks provide helpful information. Glossary Financial terms from A to Z. Tax Library Manage your taxes and prepare for the upcoming tax season. Contact Us 5440 Trabuco Rd. #A8 Irvine, CA 92620 Phone: (949) 786 - 0117 Fax: (949) 258 - 0560 kwu@fscadvisor.com Map and Directions Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. "Wu Wealth Management" is a marketing name. CA Insurance License: 0E14412 This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, KS, MD, NV, NJ, NY, OR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Site Map Check the background of this financial professional on FINRA's BrokerCheck