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How to Tell if You Need a Financial Planner
Families and individuals seek out financial advisers for any number of reasons. The National Association of Personal Financial Advisors has compiled a list to help you determine whether you...
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Why Financial Planning Ain’t Just For The Rich
You don't have to move on up before getting professional help Let’s say you’re a first year school teacher, with a Masters degree, and you’re making about $45,000 a year. Yes, you need financial...
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Growing The Net Worth of Black Women
Don’t be alarmed by the recent news that African American women only have a median net worth of $100. I’m actually glad to see that it wasn’t in the negative. The reality of the situation is that too...
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Pick the Right Financial Professional
The Name Game Financial advisers aren’t all created equal. They each come with their own set of credentials and areas of expertise, which you can easily determine from the combination of letter...
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Investing 101: How to Pick a Financial Advisor
The right financial advisor can mean the difference between growing your nest egg or a having fiscal nightmare. Working with a financial advisor (consultant or planner) can not only be financially...
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Get a GPS for Your Life
A GPS for your car is good, but it's even more important to map out a plan for your life Recently I took a trip with an old buddy and we began updating each other on our lives—business, sports, the...
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Estate Planning: Do You Need a Trust?
A dear friend of mine is going through the dual challenges of grieving her father and dealing with the fallout of his lack of estate planning. We’ve been having conversations about the difficulties...
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Why Women Should Save Money Differently Than Men
(Image: BookLogix) We all know that ‘women are from venus and men are from mars.’ In her new book, One Bucket at a Time: A Woman’s Guide to Creating Wealth, author and financial advisor Terrell...
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How Drew Hawkins Went From Intern to First Black Managing Director in Morgan...
Morgan Stanley executive Drew Hawkins As a University of Delaware finance major, Drew Hawkins recognized his love for stock markets and investing early. After stumbling into the university’s career...
View ArticlePt 1: Best and Worst States for Retirement
When we think of our retirements, we often think of spending time with loved ones, traveling, and doing activities that we enjoy. While good planning and good health can make those things possible, in...
View ArticlePt 2: The Best and Worst States to Retire
The good news is—we’re living longer than ever. The challenging news is that we’re living longer than ever. While our population is older and more productive than ever, the reality is that our bodies...
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Looking For A Financial Adviser? Watch For These Red Flags
You’re looking for a financial adviser, and you’ve just been introduced to a truly impressive candidate. Charming. Articulate. Well-educated. Classy dresser. Hair is on point! Even God-fearing. Is she...
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