Really effective advisors are often confidantes, financial quarterbacks, coaches, and sometimes even mediators for their clients. To be impactful, your Financial Advisor must also be someone you can relate to.
Want to really impact women in ways that go beyond words? Start directing your money to funds and investments that prioritize improving women’s well-being. It’s called gender-lens investing, and it aims to both boost gender equality and achieve investment returns.
tax season is right around the corner. Even though April 15th may seem far away, it’s not too early to do some planning for it. Actually, ideally, tax planning should be done throughout the year. Below are five steps you can still take to save on taxes.
Having success in your career as a Black professional requires you to not only assess your role, compensation, responsibilities, etc. It is equally important to assess how prospective companies engage black professionals and their track record of retention and advancement. There are several questions to assess a firm’s commitment to Diversity and Inclusion, I have outlined ten that I believe every HR Professional and Manager should be able to easily answer if the company wants to attract and retain Black professionals.
Gen X women are worried. When it comes to the financial future, research shows retirement is our biggest concern.