Christine Tang, CFP®, CWS®

/Christine Tang, CFP®, CWS®

About Christine Tang, CFP®, CWS®

Christine Tang is a Managing Partner and Co-Founder of Modern Wealth Advisors. With more than a decade of experience in the financial services industry, Christine provides financial guidance by being a “Personal CFO” to many high net worth families, small business owners and professional women. Christine prides herself on forming lifelong relationships with her clients and taking a thoughtful, patient and caring approach. As a CERTIFIED FINANCIAL PLANNER™, Christine strives to provide her clients with a complete wealth management experience.
  • Are Your Kids Delaying Your Retirement

Are Your Kids Delaying Your Retirement?

Some baby boomers are supporting their “boomerang” children.
Are you providing some financial support to your adult children? Has that hurt your retirement prospects?

It seems that the wealthier you are, the greater your chances of lending a helping hand to your kids. Pew Research Center data compiled in late 2014 revealed that 38% of American parents had given financial assistance to their grown children in the past 12 months, including 73% of higher-income parents.1

The latest Bank of America/USA Today Better Money Habits Millennial Report shows that […]

By |June 30th, 2015|Retirement|0 Comments
  • Debt

The Difference Between Good & Bad Debt

Some debts are worth assuming, but others exert a drag on retirement saving.
Who will retire with substantial debt? It seems many baby boomers will – too many. In a 2014 Employee Benefit Research Institute survey, 44% of boomers reported that they were concerned about the size of their household debt. While many are carrying mortgages, paying with plastic also exerts a drag on their finances. According to credit reporting agency Experian, boomers are the generation holding the most credit cards (an average of 2.66 per […]

By |May 5th, 2015|Debt|0 Comments

New Year, New Thoughts About Retirement

The start of each year brings promise of new resolutions and for some, major life decisions, such as retirement. One big question for those nearing retirement is “will I have enough money to retire?” Retirement requires serious consideration given the financial and lifestyle changes that come with it. People are living longer these days and many soon-to-be retirees have valid concerns about whether their money will last through their later years. Not to mention, they also wonder when strategically they should take Social Security and […]

By |January 22nd, 2015|Retirement|0 Comments
  • orange county register financial advisor

Modern Wealth Advisors’ Anh Tran and Christine Tang Interview in Orange County Register

Advisors Finding Success in Diverse Environments

Home to abundant sunshine, spectacular landscapes and miles of beautiful beaches, Orange County is viewed by millions across the country and many more around the world as an ideal place to live.

While there is much to envy about the Southern California lifestyle, locals know what really makes Orange County so unique: the region’s rich ethnic and cultural diversity.

While it is home to the second-largest Vietnamese population in the world (behind only Vietnam), other ethnic groups are equally well-represented, including the […]

By |May 6th, 2014|Publications|0 Comments
  • smart-watches

Five Financial Outlooks for the New Year

Key economic events and innovations that may affect your portfolio in 2014
The internet is buzzing with “New Year, New You” stories and while many articles focus on getting physically healthy in 2014, for investors getting financially healthy is of equal importance. It would be great to own a magic crystal ball that tells us how to invest our money in order to get the greatest return. However, the reality is we can’t predict the future of the stock market which is why we rely on […]

By |January 22nd, 2014|Financial Outlook|0 Comments
  • Six-Month Check Up

Mid-year Investment Review

Is your portfolio in need of a six-month check-up?

Here we are at the end of June, the official halfway point of 2012. Given the shifting global landscape, the mid-year portfolio review has taken on even more importance. Oh, to have the magic crystal ball that would alert you to changing tides in the global economic marketplace before they happen. With returns on U.S. stocks in low gear and yields on the 10-year Treasury note at about 4 percent, the volatile market of late hasn’t been […]

By |June 26th, 2012|Investment Review|0 Comments