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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
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Jiyao (Jackson) Xu
August 15, 2017

The cheapest term life insurance policy may not be the best for you

Jiyao (Jackson) Xu
August 15, 2017
The cheapest term life insurance policy may not be the best for you

There are many websites with term life insurance quote engines which may help you find the cheapest term policy. However, the cheapest is not always the best.

Tagged: insurance

Jiyao (Jackson) Xu
August 8, 2017

Something you may not know about the credit scores

Jiyao (Jackson) Xu
August 8, 2017

It is widely understood the importance of one’s credit scores in the U.S.  Articles and free resources are available online like this explaining the ins and outs of the credit scores. In this blog, I am trying to cover some common misconceptions and something you may not be aware based on my personal experience. 

Tagged: credit score

Jiyao (Jackson) Xu
August 1, 2017

Should you lease or buy a new car?

Jiyao (Jackson) Xu
August 1, 2017
Should you lease or buy a new car?

Don’t get me wrong on this. I firmly believe that, in many cases, buying a used car and keep it for years is still the most economical way of owning a car. However, for those of you who prefer a new car, I hope this blog could help you decide whether to lease or buy.

Tagged: auto

Jiyao (Jackson) Xu
July 25, 2017

Financial Planning Checklist for Newlyweds

Jiyao (Jackson) Xu
July 25, 2017
Financial Planning Checklist for Newlyweds

This checklist will give you a good start of upgrading your individual financial plan to a joint one.

Tagged: family, featured

Newer Posts
Older 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
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Key Questions for the Long-term Investor
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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
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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

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