CSi Advisory Services Wealth Management & Personal Financial Planning

Before Serena. Before Simone. There was Alice Coachman—a true pioneer in sports history.

In 1948, despite facing segregation and limited training opportunities, she became the first Black woman to win an Olympic gold medal in track and field. Her victory in the high jump wasn’t just a personal achievement; it was a groundbreaking moment that paved the way for generations of Black athletes to follow.

Alice Coachman’s legacy is one of resilience, excellence, and breaking barriers—proving that talent and determination know no bounds.

Courage. Strategy. Resilience.

Born into slavery, Robert Smalls orchestrated one of the boldest escapes in history. In 1862, he commandeered a Confederate ship, disguised himself as the captain, navigated past enemy checkpoints, and sailed to freedom—delivering himself, his family, and other enslaved individuals to the Union Army.

But his story didn’t end there. Smalls went on to become a U.S. Congressman, dedicating his life to advocating for education, civil rights, and the rights of formerly enslaved people.

His legacy is a powerful testament to bravery in the face of oppression and the relentless pursuit of a better future.

If you’ve ever used GPS to find your way, you have Dr. Gladys West to thank.

A brilliant mathematician, Dr. West’s work in mathematical modeling of the Earth’s shape laid the foundation for satellite technology—the very system that now powers navigation worldwide. Her groundbreaking contributions helped revolutionize how we travel, communicate, and connect.

Dr. West’s story is a powerful reminder that innovation often happens behind the scenes, driven by trailblazers whose work shapes the world in ways we may not always see.

Before Amelia Earhart, there was Bessie Coleman—a true trailblazer who defied gravity in more ways than one.

Denied entry into U.S. flight schools due to racial barriers, she refused to let obstacles define her. Instead, she traveled to France, earned her pilot’s license, and became the first Black and Native American woman to fly. She returned to the U.S. as a daredevil aviator, captivating audiences and inspiring future generations to reach new heights.

Bessie’s legacy is a testament to resilience, courage, and the power of breaking barriers.

Happy Halloween! 🎃 As you enjoy the spooky season, remember that financial planning doesn’t have to be scary! 👻 Whether it’s managing investments, planning for retirement, or navigating life’s financial twists and turns, I’m here to help make the process less frightening. Let’s take the fear out of finances together!

Wishing you a fun and safe Halloween filled with treats (and no tricks)! 🎃💼

Breast Cancer Awareness Month serves as a reminder to prioritize self-care and encourage loved ones to do the same. Regular check-ups, healthy lifestyle choices, and open conversations about breast health can make a significant difference in prevention and early intervention. 🌺

This October, let's unite in support of those impacted by breast cancer, their families, and those currently battling the disease. Together, we can create a network of strength, resilience, and hope.
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Medicare’s annual open enrollment runs from October 15 to December 7, offering beneficiaries the chance to adjust their coverage for the upcoming year. Changes will take effect on January 1, 2024. This is a great time to review your current plan, especially if your needs have changed. Whether it's new medications or a need for additional benefits, now is the time to assess your coverage. Use Medicare's Plan Finder to explore your options, and feel free to reach out if you need assistance navigating the process. I'm here to help!

During Breast Cancer Awareness Month, we want to emphasize the importance of early detection and regular screenings. By staying informed and taking proactive steps, we can empower ourselves and our loved ones in the fight against breast cancer. 💪

If you have a high school senior or a college student, you're likely busy with college visits and applications. Don’t forget to submit the Free Application for Federal Student Aid (FAFSA), which opens TODAY - October 1. Filing early may improve the chances of qualifying for more aid, including grants, scholarships, federal work-study, and federal student loans. FAFSA isn’t a one-time process—you need to submit it every year. Apply today at the Federal Student Aid website!

October is Breast Cancer Awareness Month, a time to come together as a community and support those affected by this disease. Let's spread awareness, show compassion, and stand strong against breast cancer. 💗

With the upcoming reduction in estate tax exemptions, now is the time for charitably minded individuals to rethink their estate planning strategies. This insightful article explores how donor-advised funds, charitable trusts, and family foundations can help maximize donations while minimizing tax liabilities. Start planning today to ensure your legacy makes the impact you intend.

How to Maximize Charitable Donations for Estate Tax Planning With estate tax exemptions halving in 2026, learn how to maximize charitable donations with donor-advised funds, charitable trusts, and family foundations.