Skip to main content
Humanitas Financial Logo
menu
  • Home
  • About
    • Our Team
    • Our Process
      • Financial Retirement/Lifestyle Road Map
      • Estate Planning Road Map
    • Careers
  • Our Process
    • Financial Retirement/Lifestyle Road Map
    • Estate Planning Road Map
  • Our Services
    • Retirement Planning
    • Individuals & Families
    • Women in Transition
    • Estate Planning
    • LGBTQ+ Money Insights
    • Planning for Business Owners
    • Insurance Planning
  • Resources
    • Blog
    • Calculator Library
  • Contact
  • Request An Introductory Discussion

Blog

Steven Duplain | May 24, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

Read More
Steven Duplain | May 23, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

Read More
Steven Duplain | May 22, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

Read More
Steven Duplain | May 21, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

Read More
Personal Liability Protection
Steven Duplain | Apr 18, 2025

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
Read More
Retirement as a Single Woman
Steven Duplain | Apr 18, 2025

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
Read More
Financial FAQs
Steven Duplain | Apr 18, 2025

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
Two elderly people sitting on a bench looking at the sea
Steven Duplain | Apr 18, 2025

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
Read More
Grandmother with child
Steven Duplain | Apr 18, 2025

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
Image of a sailboat sailing on a lake, with cloudy weather above.
Steven Duplain | Apr 18, 2025

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
Read More
Silhouette of happy family standing on the mountain
Steven Duplain | Apr 18, 2025

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

Read More
Close-up image of an elderly hand being held by a younger-looking hand
Steven Duplain | Apr 18, 2025

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Current page 3
  • Page 4
  • Next page Next ›
  • Last page Last »
humanitas financial

Request An Introductory Discussion

Offices

(888) 482-4922 
clientservices@humanitasadvisors.com

Los Angeles - Corporate Office

400 Corporate Pointe, Suite 300
Culver City, CA 90230

San Diego - Mission Valley Office

8880 Rio San Diego Dr, 8th Floor
San Diego, CA 92108

Bay Area - San Jose Office

2570 North 1st Street, 2nd Floor
San Jose, CA 95131

     

Let's Connect

Opt-in

Privacy Policy | Terms of Use

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/ or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Humanitas Insurance and Financial Services California Life Insurance License # 0N02468 and individually licensed and appointed insurance agents.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

© 2025 Humanitas Financial All rights reserved.