Diminished Financial Capacity
Managing Generational Wealth: Part 2 Diminished Financial Capacity According to the SEC Investor Bulletin and Consumer Advisory:...
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- 2 min
Tax Saving TIPs for 2021
The IRS has announced the tax year 2022 annual inflation adjustments. Click for Details I bet you….right now, you want to know about Tax...
- 3 min
What is a Bitcoin (Crypto) Wallet?
Coinbase.com gives us the simplest explanation. “Similar to a traditional wallet you may carry in your pocket, a bitcoin wallet is used...
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Which Wealth Class are you?
Your Wealth Class Status In the United States – 2 Questions First Question: Are you middle class? You may think you are. Doctors and...
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A Journey...Generation Wealth
Building Generation Wealth is a journey…ask Phil Knight (Nike) Building Generation Wealth is a journey. But it has to begin somewhere....
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Financial Advice vs Financial Planning
Protect Your Assets…Know the Difference You are building generational wealth. As you do, you need to be keenly aware that you must be a...
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Cryptocurrency and Meme Stocks
History Repeating Itself? What does it all mean? You hear your co-workers and young adults talking about these ‘quick wins.’ AMC Theatres...
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Ins. Sector -Racial Discrimination
Milestones in Racial Discrimination within the Insurance Sector Summary of Discussions National Association of Insurance Commissioners...
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Black Reparations...References
Commission to Study and Develop Reparation Proposals for African-Americans Act - H.R. 40 Note: H.R. 40 was first introduced by Rep. John...
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Guide 1: Pathways to Generational Wealth for Black Americans
What The Book is About: Conversations and discussions about Restorative Reparations. We discuss why Financial Literacy Education for...
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Guide 2: The Inconvenient Conversation - Race-Based Life Insurance Premiums
What The Book is About: The national discussions on reparations for Black Americans must include an additional conversation about the...
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New Actions to Build Black Wealth
Highlights: White House, FACT SHEET: Biden-Harris Administration Announces New Actions to Build Black Wealth and Narrow the Racial Wealth...
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Guide 4: Building Generational Wealth
What The Book is About: This guide will offer product free and commercial free strategies on Building Generational Wealth Brief Summary...
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Guide 5: Efficient Ways to Transfer Wealth to the Next Generation
What The Book is About: Conversations on the 3 places your assets can end up after your death. State and Fed Taxes Charity Specific...
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Carnegie vs. Mutual Savings Life
Carnegie vs. Mutual Savings Life Insurance Co. Summary of Conversation This class action was commenced by two plaintiffs, Glenda...
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The Power of V
The “V” flying formation helps us to understand dynamic financial collaboration. Geese and Ducks fly in “V” formation as they migrate...
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First City to Pay Reparations - Evanston Illinois
Evanston is a city in the Chicagoland area. Located in Cook County, Illinois, United States. When the conversation is about the North...
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