About
Our Firm
Our Philosophy
Our Team
Our Value
FAQ
Services
Financial Planning
Tax & Accounting
Consultation
Blog
Contact
Client Portal
Schedule A Call

X and Y Advisors, Inc.

About
Our Firm
Our Philosophy
Our Team
Our Value
FAQ
Services
Financial Planning
Tax & Accounting
Consultation
Blog
Contact
Client Portal
Schedule A Call
thought-catalog-1THJ5GRABqI-unsplash.jpg

Jiyao (Jackson) Xu
July 18, 2017

What should you know before getting a professional to help you manage your personal finances?

Jiyao (Jackson) Xu
July 18, 2017
What should you know before getting a professional to help you manage your personal finances?

The article should be able to answer two important questions.  

  1. Do you need a professional to help you manage your personal finances? 
  2. Who do you need? 

Tagged: featured, general

Newer Posts
  • auto 2
  • credit score 3
  • cross-border 10
  • education 1
  • estate 2
  • family 3
  • featured 13
  • general 7
  • home 3
  • insurance 10
  • investment 32
  • retirement 4
  • stock compensation 4
  • tax 13
Featured
Embrace Market Pricing.png
Jul 23, 2019
Key Questions for the Long-term Investor
Jul 23, 2019
Jul 23, 2019
 How To Create An Investment Plan?
Jun 5, 2018
How To Create An Investment Plan?
Jun 5, 2018
Jun 5, 2018
May 8, 2018
Tax Preparation VS. Tax Planning
May 8, 2018
May 8, 2018
May 1, 2018
PFIC: Why You Probably Do Not Want To Invest Funds Outside The U.S.
May 1, 2018
May 1, 2018
Broker Check.JPG
Feb 27, 2018
4 Simple Steps to Help You Understand What a "Financial Adviser/Planner" Really Is
Feb 27, 2018
Feb 27, 2018
Jan 23, 2018
Is It A Good Idea To Use Life Insurance As An Investment? - Part 2
Jan 23, 2018
Jan 23, 2018
Jan 16, 2018
Is It A Good Idea To use life insurance as an investment? - Part 1
Jan 16, 2018
Jan 16, 2018
How to reduce U.S. taxes on your foreign income?
Oct 10, 2017
How to reduce U.S. taxes on your foreign income?
Oct 10, 2017
Oct 10, 2017

Subscribe to Receive Our Latest Blog And News

Thank you for subscribing our blog posts!

"The more that you read, the more things you will know." - Dr. Seuss

Back to Top
840 APOLLO ST., STE. 100, EL SEGUNDO, CA 90245(323)942-9881info@xandyadvisors.com

| DISCLAIMER | PRIVACY POLICY | ADV PART 2 |

©2025 X AND Y ADVISORS, INC. ALL RIGHTS RESERVED.