Category: Financial Planning
Fee For Service Financial Planning For DIYers And Newbies
Offering affordable financial planning is the mission of Humanity Wealth Advisors, along with making the world a better place. We are passionate about providing every person and family with the opportunity to be financially successful. […]
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The S&P 500 had its Worst 1st Half Since 1970. Here’s What Comes Next.
The S&P 500 Index of stocks had its worst first half since 1970, losing almost 21% in the year’s first six months. The S&P 500 is a stock market index that is viewed as a […]
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Sink or Swim? “To Vacation or To Save – That is The Question”
American workers left a record number of vacation days on the table last year—768 million days, up 9% from 2017—according to new research from the U.S. Travel Association. Of the unused days, 236 million were […]
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Subscription-Based Financial Advisors Versus Robo Advisors
While traditional financial advisors have historically been reserved for only the wealthiest individuals, two new types of affordable financial advisors are changing this landscape. Robo advisors and subscription-based financial advisors offer access to professional investment […]
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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! What […]
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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 […]
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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. […]
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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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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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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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