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African American Financial Advisors Can Offer the Empathy You Need
I’ve been reflecting on the plight of African American wealth and wondering whether or not an African American financial advisor is part of the solution. Yes, I am an African American financial advisor, so I may be biased. I have, however, found that no matter the race of my client, by finding shared experiences I…
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Is your financial advisor prescribing before diagnosing?
Some so-called financial advisors refer to themselves as financial doctors. We expect much from our doctors. Many doctors are awesome. I credit my kids to my own fortunate second opinion. Hopefully you will benefit. Financial Advisor- Solutions before advice1 You go to the doctor’s office with a stomachache. The doctor says that he has come across…
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DIY or Chartered Retirement Planning Counselor or hire a similar retirement planning professional?
Many retirement do-it-yourselfers (DIY) are unaware that they might be better off hiring a retirement planning professional like a Chartered Retirement Planning Counselor SM. Retirement planning has evolved over the years. My father and mother have enjoyed a lifetime of company pensions. With a stream of lifetime income plus Social Security at the core of…
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