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Escaping the Scarcity Loop: A New Approach to Financial Planning
Discover the impact of the Scarcity Loop on financial well-being, especially for women and marginalized communities.


The Dangers of Non-Fiduciary Financial Advisors
Not all financial advisors are created equal and this can pose significant dangers to your financial well-being.


Beware of These 5 Financial Schemes
This Spooky Season, step cautiously through the twisted maze of finance. These schemes promise rapid wealth but often deliver financial ruin


Financial Planning for Entrepreneurs
In this article, I will share insights and strategies for entrepreneurs to achieve financial success on their entrepreneurial path.


Year-End Legacy & Wealth Planning Tips
Here are ten valuable tips for year-end legacy and wealth planning to help you secure your family's future.


Reverse Mortgages: The Hidden Dangers Unveiled
Explore the risks associated with reverse mortgages and shed light on why these may not be as beneficial as they appear.


Legacy and Wealth Planning for Families with Minor Children
Take an in-depth look into legacy and wealth planning for families with minor children.


Self-Employed Personal Debt Repayment Challenges & Solutions
In this article, we will explore the challenges self-employed individuals encounter in debt repayment and offer effective solutions.


Unsettled Estate of Aretha Franklin: Valuable Lessons for Legacy Planning
In this article, we will explore the key lessons we can learn from the unresolved estate of this legendary artist.


The Wealth-Building Power of Einstein’s Eighth Wonder of the World: Compound Interest
Understanding and harnessing the power of compound interest is crucial for anyone embarking on a journey of financial planning.


Business-to-Business Promotion: Ten Effective Strategies for Businesses to Promote Each Other
Ten effective ways businesses can promote each other and cultivate a thriving ecosystem of collaboration and shared success.


Understanding Credit Scores & Why It Should Matter to You
Your credit score is a vital financial metric that plays a significant role in shaping your financial future.


The Power of an Independent Registered Investment Advisor for Underrepresented Individuals
Explore the importance of having an independent RIA that specifically caters to underrepresented individuals.


Empowering Non-Traditional Families Through Legacy & Wealth Planning
Non-traditional families often face additional complexities when it comes to estate planning and financial planning.


Why Your Friends Expect Free Work While Strangers Get Paid: The Psychology Behind It
Discover the reasons behind the frustrating reality of why your friends expect free work while paying strangers.

Discrimination in Housing Then & Now
April is National Fair Housing Month. Here's the history surrounding fair housing efforts and how discriminatory housing persists.


Empowering Women: Practical Guide to Legal Planning in Relationships
Legal planning can help women achieve greater control over their futures and ensure that their rights are protected.


The Dangers of Using LegalZoom and Other Document Preparation Websites
The consequences of using document preparation websites like LegalZoom can be costly and devastating.


Should You Sell Now or Rent Out? Opportunities for Generational Wealth
Selling your home now or using it as an investment property can create more generational wealth depending on a variety of factors.


Demystifying Generational Wealth from a Racial Equity Lens
Generational wealth and racial inequity are closely linked.
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