This week I stood in my mother’s kitchen and she told me that she is worried about her retirement. Her goal is to retire in less than 10 years, and she feels that so much of her ability to have … [Read More...] about Getting Your Retirement Back on Track During and After COVID-19
Recently we held an educational webinar on investing in black economic liberation given the raised level of consciousness in investing, giving and spending in black … [Read more...] about Webinar Replay: Investing in Black Economic Liberation
This week I stood in my mother’s kitchen and she told me that she is worried about her retirement. Her goal is to retire in less than 10 years, and she feels that … [Read more...] about Getting Your Retirement Back on Track During and After COVID-19
We understand your concerns. After all, most of us are investing in the stock market for our most important life and financial goals. We need the stock market to … [Read more...] about Stock market dips & coronavirus got you anxious about your investments?
October is a good time of year to focus on a few key steps that will help lead to financial abundance now and in the future. TIME FOR A PORTFOLIO REVIEW How did … [Read more...] about Planning This Fall For Next Season’s Harvest
Nowadays it can be equally hard for people who are currently working with a financial advisor, or seeking professional help with their personal finances for the first … [Read more...] about How do I know if my financial advisor is doing a good job?
You have the power to control how you go about investing. Your actions as an investor can either lead to a better investment experience with you successfully … [Read more...] about As an investor, focus on what you can control
If you are self-employed, and looking for a way to lower your taxable income for the year, consider opening a SEP IRA. A Simplified Employee Pension Individual … [Read more...] about Self-employed and Saving for Retirement
At the start of this year our firm joined forces with the team at Natural Investments LLC. For over 30 years, Natural Investments has been a leader in socially … [Read more...] about Company News: Strategy Squad’s new partnership with Natural Investments
Contact: Nicole M. Middleton, CFP® Phone: (888)-657-7823 For Immediate Release Oakland, CA, June 15, 2018 – NICOLE MIDDLETON, CFP®, CEO of Strategy Squad Insurance … [Read more...] about Why the Powerful Female Investor Works With a Certified Financial Planner™.