Tag Archives: financial advisor

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Pt 2: The Best and Worst States to Retire

Study reveals states with best quality of life and lowest care costs

In addition to think about ‘how’ you want to live and retirement and in your…

By Stacey Tisdale

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Pt 1: Best and Worst States for Retirement

The most challenging places to grow old

While good planning and good health can make those things possible, in reality, the need…

By Stacey Tisdale

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Drew Hawkins

How Drew Hawkins Went From Intern to First Black Managing Director in Morgan Stanley’s Wealth Management Business

Hawkins details the keys to his success in corporate America

Morgan Stanley executive Drew Hawkins talks about his rise from intern to managing director.

By Courtney Connley

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(Image: Pullen Press)

Why Women Should Save Money Differently Than Men

Author Terrell Dinkins says ‘mars/venus’ rule should apply to finances

“Because of divorce, widowhood or remaining single, many of us will have to carry the…

By Stacey Tisdale

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estate planning

Estate Planning: Do You Need a Trust?

How to best serve those who put their trust in you

Think about the pain that comes with losing someone you love – someone you were…

By Stacey Tisdale

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6) The rich versus the wealthy: Chris Rock says there's a big difference between rich and wealthy. (Remember? “If Bill Gates woke up with Oprah’s money he’d jump out a [bleeping] window.”) Maybe not; but White believes the true definition is when you no longer have to work for your money; instead your money works for you, your children, your grandchildren... "If you can invest and have your money yield whatever the prevailing interest rate is on that amount at the time, say 3%, and you can live off that interest, you're on your way to being wealthy.”

4/11: 11 Ways to Get Your Money Right for the New Year

Time to get serious about your money matters. Here's how!

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By Elayne Fluker

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GPS

Get a GPS for Your Life

Principles of success from Black Enterprise CEO Earl "Butch" Graves Jr.

Time and again, I chat with people, young, old, and in between, who don’t have…

By Earl "Butch" Graves Jr.

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Investing 101: How to Pick a Financial Advisor

Choosing the wrong one can be a nightmare�just ask Bernie Madoff�s clients

Working with a financial advisor (consultant or planner) can not only be financially rewarding but…

By Patricia Stallworth

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Pick the Right Financial Professional

The difference between a CFP and a CPA and more

Financial advisers aren’t all created equal. They each come with their own set of credentials…

By Bridget McCrea

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Growing The Net Worth of Black Women

Don't just be alarmed that the median net worth of black women is only $100�do something about it.

Don’t be alarmed by the recent news that African American women only have a median…

By Sakina P. Spruell

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Why Financial Planning Ain’t Just For The Rich

Think professional help is too rich for your blood? A financial adviser comes clean.

Let’s say you’re a first year school teacher, with a Masters degree, and you’re making…

By Eric D. Grant

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How to Tell if You Need a Financial Planner

Here are some reasons people decide to work with an adviser

Families and individuals seek out financial advisers for any number of reasons. The National Association…

By Bridget McCrea

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