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Diminished Financial Capacity
Managing Generational Wealth: Part 2 Diminished Financial Capacity According to the SEC Investor Bulletin and Consumer Advisory:...
5 min read


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...
2 min read


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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...
3 min read


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...
2 min read


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....
4 min read


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...
2 min read


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...
3 min read


Ins. Sector -Racial Discrimination
Milestones in Racial Discrimination within the Insurance Sector Summary of Discussions National Association of Insurance Commissioners...
1 min read


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...
1 min read


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...
1 min read


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...
2 min read


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...
3 min read


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...
1 min read


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...
1 min read


Carnegie vs. Mutual Savings Life
Carnegie vs. Mutual Savings Life Insurance Co. Summary of Conversation This class action was commenced by two plaintiffs, Glenda...
1 min read


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...
1 min read


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...
2 min read
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