Hummingbird Wealth Management believes that good financial decisions don’t have to be confusing. We provide simple, understandable advice that can help you achieve more of your financial and planning goals. Our mission is to build long-term relationships with our clients so that we can assist them in pursuing long term dreams. This site introduces you to our company philosophy and services, and offers a wealth of educational materials, articles, newsletters, calculators, and other tools — all designed to keep you up-to-date on financial issues, strategies, and trends. Please contact us if you have any questions or want to schedule a complimentary meeting.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Do you have an estate strategy? You should.
Even low inflation rates over an extended period of time can impact your finances in retirement.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
There are ways to improve your physical fitness without denting your fiscal fitness.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Are you ready for retirement? Here are five words you should consider.
Recent changes in estate tax laws could affect the strategy you have in place.
A bucket plan can help you be better prepared for a comfortable retirement.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”