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How Interest Rates Affect Investments and How You Can Benefit
How Interest Rates Affect Investments and How You Can Benefit
Interest, interest, interest! Everyone hears that word thrown around everywhere when it comes to money. But do people know what it actually means and how interest rates affect investments? Keep reading to learn more!    […]
Subscription-Based Financial Planning For All Ages
Subscription-Based Financial Planning For All Ages
Health and money are two major concerns for individuals and families. If you lack these two important aspects to enjoy life, you want more of them, right? In a society where money talks and the […]
How Much Money Is Needed To Hire A Financial Advisor?
How Much Money Is Needed To Hire A Financial Advisor?
Do you feel like you need someone on your side as a financial guide? As a business owner, it is my pride and joy to cater to everyone, no matter how much money they have. […]
What Is Wealth Management And Why Does it Matter?
What Is Wealth Management And Why Does it Matter?
16 May 2022
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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.   […]
Why Should Education Planning Be Included In A Financial Plan?
Why Should Education Planning Be Included In A Financial Plan?
9 May 2022
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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 […]
Why Life Insurance Should Be Part of Your Financial Plan
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 […]
Financial Literacy 101: Savings and Planning
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 […]
Financial Literacy 101: How to Build Credit and Why it’s Important
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 […]
Financial Literacy In The Bay Area: Tax Inclusive Budgeting
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 […]
Financial Literacy 101: Why Do We Pay Taxes?
Financial Literacy 101: Why Do We Pay Taxes?
Have you ever looked at your paycheck and wondered why the amount seems lower than expected? I have; I was convinced there was a typo on the first paycheck I ever received—it seemed to be […]