Category: Financial Planning
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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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 […]
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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 […]
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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 […]
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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 […]
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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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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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