Tag: financial planning
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 […]
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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 […]
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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 […]
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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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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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3 Reasons Why Financial Literacy Is Important – No Matter Your Age
Don’t worry – you’re not late for the party! And while you might feel behind financially, allow me to tell you that you are not. You are right on time if you are NOW making […]
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Addressing the Lack of Financial Literacy
When you hear the word financial literacy, what comes to mind? If you’re blanking and racking your brain to come up with a response, don’t worry- we’re going to fix that. What is Financial Literacy? […]
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7 Tips On How To Leverage Your 401(k) As You Near Retirement
The pandemic forced three million US baby boomers out of the workforce and into retirement. Did you also know that four out of ten people do not have a retirement plan in place? Ouch! As […]
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Preparing To Retire? Some 401k Distribution Options to Consider
Having a clear plan in place can feel like following a rainbow to your pot of gold in retirement. If you have weathered the financial storms, you know what’s to follow if you have the […]
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What Do The Impending Tax Law Changes Mean For You In 2022?
It pays for every generation to understand that tax law change is common. Learning to embrace it and use it to your advantage is where we step in. Since tax education is not included in […]
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