Humphreys Group

As we celebrate the holidays with friends and family, let’s remember that true wealth extends beyond monetary gains. It’s about the richness of our relationships, the health of our minds and bodies, and the positive impact we make on the world. May your holiday season be filled with joy, love, and gratitude. Happy Holidays!

“Starting with anything is better than nothing," shares The Humphreys Group's Hallie Kraus, CFP®, in a recent Yahoo Finance feature. Read the full article and discover more of Hallie’s insights on contributing to your 401(k): https://yhoo.it/4gHj8gV #RetirementPlanning #FinancialWellness #401k

This holiday season, give your children the gift of a bright financial future. While shopping for family and friends, find ways to teach younger shoppers the value of money and budgeting. By instilling healthy financial habits early on, you're setting them up for long-term success. For example, take those holiday checks they’ve accumulated from Grandma and Grandpa and help them set up a savings account. Teaching kids how to save is critical component to building a healthy financial foundation. Show them what it feels like to desire something, save up for it, and purchase it on their own. It’s an exciting accomplishment and helps them to see the fruits of their efforts. While your child may not fully understand building their financial literacy today, they will certainly be grateful for it when they become independent adults. #financialliteracy #financialplanning #holidayspending

Women can face unique financial challenges when preparing for a fulfilling retirement. In particular, the gender pay gap and interruptions in career paths due to caregiving responsibilities can impact a woman’s retirement savings. Being resilient in retirement means taking proactive steps to secure financial stability, including building your financial knowledge and planning strategically. Resilience in retirement also means nurturing physical and mental health. Women can cultivate resilience by prioritizing self-care and adopting healthy lifestyle habits, staying connected socially, and being willing to reach out for professional support when needed, whether through therapy, counseling, or support groups, to address mental health concerns and build coping skills. It’s important to remember that retirement is more than the end of a chapter, it’s the beginning of an exciting new journey. #financialwelllbeing #retirementplanning #resilience

In honor of our generous clients, this holiday season we are inspired to support displaced people in crises around the world with a contribution to Amnesty International, as well as supporting the stewardship of our natural resources with a donation to the Environmental Defense Fund Amnesty International has long focused on advocacy work to secure human rights for all people. The organization is a voice for those whose rights are being threatened or have been taken away entirely. It is a beacon of hope for so many in countries around the world. The Environmental Defense Fund is a global organization tackling climate change and other major threats to the environment and our planet. With over 50 years of experience working in more than 30 countries around the world, they are well positioned to effect important and crucial change. #humanrights #climatechange #investingforgood

As the year winds down, we’re looking back at some of the lessons and insights we’ve shared throughout 2024. From crafting #financialresolutions with heart to finding balance between your head and your wallet, take a moment to reflect with us and see how empathy and expertise remain at the core of every financial journey. #financialplanning https://lnkd.in/gzJaeg96

While politics and elections can create an atmosphere of economic uncertainty, history has shown that they don't significantly impact long-term market trends. Market performance is influenced by a multitude of factors, including global economic trends, corporate earnings, interest rates, inflation, and technological innovation. For investors, this means one thing: stick to your plan. Resist the temptation to let short-term noise—be it an election or anything else—derail your long-term strategy. Elections will come and go, presidents will serve their terms. But the market, with all its unpredictability, marches on. #financialplanning #longterminvesting #longgame

Diane Bourdo, president of The Humphreys Group and co-author of the book "Rewriting the Rules: Telling Truths About Women and Money," recently spoke with Forbes Senior Contributor Larry Light to introduce the book’s second edition. Diane discussed persistent inaccurate stereotypes about women and money and the importance of empowering women to take control of their finances. Co-written with The Humphreys Group’s Hallie Kraus, CFP®, CRPC® and Financial Planner, "Rewriting the Rules: Telling Truths About Women and Money" is a free download at https://lnkd.in/gnTPdBZP #RewritingtheRules #InvestLikeAWoman #womenandfinances #financialplanning

Every December, taxpayers leave money on the table by delaying their tax planning. Don’t let 2024 be another year of missed opportunities. Early #taxplanning is an act of financial self-care that will serve you well into the future. In our latest blog, we share 5 smart strategies to potentially lower your 2024 tax bill and boost your #financialhealth. #finanancialplanning https://lnkd.in/ggqVhbz4

Happy Thanksgiving from The Humphreys Group! We’re incredibly grateful for the opportunity to work with such amazing clients. Your trust and partnership mean the world to us. We’re also thankful for our dedicated team, whose hard work and commitment make our success possible. Wishing you and your loved ones a joyous and peaceful Thanksgiving.