Is Subscription-Based Retirement Planning Right For Me?
You only retire once, so the sooner you start planning, the better. These efforts should live under the umbrella of your holistic financial plan. A financial planning subscription model can provide people planning for retirement […]
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Cyber Security, Passwords, and How to Keep Your Finances Safe
Do you ever find yourself irritated by all the password requirements different sites have? It’s frustrating, but it all comes down to one reason- your e-security! Weak vs. Strong Passwords Password strength is evaluated based […]
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What Is Wealth Management And Why Does it Matter?
Wealth management involves an overarching perspective of a client’s financial life. With a holistic (whole) approach, wealth managers offer services like investment management, financial planning, estate planning, tax planning, charitable giving, and retirement planning. At […]
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What Is Cyber Security And How Can It Protect Your Finances?
Cyber Security. Sounds like protecting things online, right? That’s exactly what it is but with a variety of components. Think about ice cream. We all know what ice cream is and how we go about […]
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Why Should Education Planning Be Included In A Financial Plan?
As a profoundly caring father of three girls myself, and the founder of Humanity Wealth, I firmly believe that everyone is entitled to quality education and financial literacy. If you are a soon-to-be parent, current […]
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Don’t Let Online Scams Ruin Your Finances
Nowadays, we find almost every single person constantly on their device. Whether it be for leisure or for work, people are glued to their devices. What’s scary to think about is how we can be […]
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Why Life Insurance Should Be Part of Your Financial Plan
As a family man myself with very humble beginnings, I firmly believe that anyone with a family should have life insurance. That’s also why we offer affordable financial planning in the Bay Area and online […]
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Protect Your Investments with Mobile Device Security
People are constantly on their mobile devices nowadays– everything they do primarily revolves around the efficiency of their mobile devices. However, people tend not to account for whether their mobile devices are safe. This starts […]
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Financial Literacy 101: Savings and Planning
Is it safe to say that you know you should be saving money, but when it comes to acting on it, you tend to fall short? Perhaps you try, but bills, groceries, gas, and endless […]
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How to Use Public Wi-Fi Safely
When we’re out and about in public, we resort to public Wi-Fi to save our data. However, is this safe? It comes down to understanding the different factors associated with public Wi-Fi. Types of Public […]
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Financial Literacy 101: How to Build Credit and Why it’s Important
If you are not one of the 22 million millionaires in the United States, according to Zippia, learning how to build credit can be helpful as you integrate financial literacy. No one expects you to […]
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Financial Literacy In The Bay Area: Tax Inclusive Budgeting
Do you know the difference between gross income and net income? Gross income is the amount of money you make before taxes, and net income is the amount of money you make after taxes. For […]
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