Tag: independent financial planner
Bay Area Financial Planning: Create a Strong Financial Foundation
Having lived in many different places, I landed in the Bay Area many years ago. It’s one of the most highly desirable places to live in the U.S., especially if you are in the technology […]
Read More
Navigating Sudden Wealth from Stock Options: Financial Planning in the Bay Area
In the fast-paced tech hub of the Bay Area, the allure of stock options granted by your employer has transformed countless lives overnight. As startups flourish and established companies surge, employees fortunate enough to receive […]
Read More
Empowering Financial Futures: Humanity Wealth Turns Two!
It’s a big day here at Humanity Wealth, and we couldn’t be more proud to have reached this milestone. Two years ago, with a vision of empowering people from all walks of life to make […]
Read More
Why It’s Important to Set Retirement Goals
Retirement planning isn’t something that we think about when we are in our 20’s and 30’s. Most people tend to focus on their immediate needs, like paying bills and everyday expenses. However, the reality is […]
Read More
Preparing Your Family To Inherit Your Wealth
If you’re a millennial, the topic of inheritance may not be something that comes up in everyday conversations. However, it’s an essential part of life and wealth management—especially since so many millennials are now entering […]
Read More
4 High-Net-Worth Retirement Planning Mistakes To Avoid
Retirement planning is a crucial step in preparing financially for your future. However, people sometimes need help understanding the subtler details and nuances of achieving an adequate nest egg. Whether you’re an experienced investor or […]
Read More
What Is High-Net-Worth Financial Planning?
Financial planning is a necessary step along the road to financial independence. However, for many millennials, the phrase “high-net-worth financial planning” may seem alien. When you throw in other terms, such as “asset allocation” and […]
Read More
Tax Strategies For High Net-Worth Individuals
Inflation and market volatility are rough, but excessive taxation can cost you more long term. Your source for financial planning in San Ramon shares tips.
Read More