After a long, hard-fought, public campaign to return Bruce’s Beach to its rightful owners, many of us were shocked when we learned the owners plan to sell their newly acquired property back to LA County. It seemed that decades of effort had been in vain. When it comes to generational wealth, isn’t selling Grandma’s house […]
Bruce’s Beach: Lessons in Black Generational Wealth Read More »
Do you know how to prioritize your financial goals? In which order should you tackle them to reduce risks, make an impact and achieve the biggest payoff? Many people struggle with these questions, but they actually aren’t as complicated as they seem. With the 12-Step Guide to Prioritize Your Financial Goals, you have access to
12-Step Guide to Prioritize Your Financial Goals Read More »
Here are three budget tools and templates that will help you leverage your financial goals.
3 Best Budget Tools 2023 Read More »
Are you thinking of investing, but aren’t sure where to start? Here are five things to consider before you invest your money. By understanding these basics, you can make more informed investment decisions and protect your hard-earned dollars. Asset Allocation Before you invest, consider what you want to invest in. Are you adventurous and want
5 Things to Consider Before You Start Investing Read More »
Biden announced his one-time student loan forgiveness plan. Get the details on who is eligible, how to apply, and more in this post.
20 Questions About Biden’s Student Loan Forgiveness, Answered Read More »
Estate planning is especially critical for families. The reason is, proper estate planning is the framework for generational wealth. The legal documents within an estate plan – a will, trust, power of attorney, legal guardianship, and medical directives – are the vehicles by which you can legally transfer fiduciary duties and property ownership to your
5 Estate Planning Considerations for Families Read More »
When it comes to inherited property, there can often be confusion about what happens next. In many cases, the property is passed down from one generation to the next on a “step up basis.” What is step-up in basis? And what are the implications for recipients of inherited property? To answer these questions, The Little
Inherited Property: What is Step-Up in Basis? Read More »
Wealth taxes do not only include income tax. Did you know that there are different types of taxes for high net worth individuals? Among the many types of “wealth” taxes, some of the largest tax bills can be sourced to estate tax, gift tax, trust tax and alternative minimum tax. Understanding the different types of
5 Types of “Wealth” Taxes Read More »
This father used the power of investing to achieve financial freedom and help his family become first-generation millionaires.
How the Founder of Worth-Life Balance Went From Welfare to Millionaire Read More »
Here are 10 Bible verses that provide guidance on how to invest, how not to invest and how to steward our investments.
How to Invest Biblically: 10 Bible Verses About Investing Read More »
