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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. […]
Subscription-Based Financial Planning: The Future of Personal Finance
Subscription-Based Financial Planning: The Future of Personal Finance
Have you noticed that most of our day-to-day activities and purchases are now subscription-based? From online entertainment streaming services, food delivery/meal kits, fashion services, and online fitness apps. Most people don’t think twice about paying […]
The Rise of Subscription-Based Financial Planning for Millennials: How to Help Improve Your Financial Well-Being One Month at a Time
The Rise of Subscription-Based Financial Planning for Millennials: How to Help Improve Your Financial Well-Being One Month at a Time
You may be surprised by the combined number of subscription services you already have. From physical fitness services to meal kit services and online streaming services to your current health care service providers, paying monthly […]
Memorial Day Message From Humanity Wealth Advisors
Memorial Day Message From Humanity Wealth Advisors
Memorial Day is a time to remember those who have fought and died for our freedom. At Humanity Wealth Advisors, we believe that it’s important to honor their sacrifices by living our lives with purpose […]
Is Subscription-Based Retirement Planning Right For Me?
Is Subscription-Based Retirement Planning Right For Me?
23 May 2022
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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 […]
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.   […]
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 […]