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.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The market is as unpredictable as the weather. We’d love to help you prepare.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
How will you weather the ups and downs of the business cycle?
Why are 401(k) plans, annuities, and IRAs so popular?
Here’s a crash course on saving for college.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.