Your Financial Avatar® is someone that stands for your best interested, even above their own, in helping you make the best financial choices.
Someone who gives you confidence that your plan will result in the achievement of your financial goals.
03/05/2024
I have been asked to speak at the Free Financial & Estate Planning Seminar being put on by KVCR Legacy Society. It will be on March 15, 2024 from 2:00 PM to 4:00 PM at KVCR in San Bernardino.
You can register to attend at kvcr.org/legacy.
Please join me!
https://www.kvcr.org/legacy/
KVCR Legacy Society None
03/10/2022
As Crypto Scams Increase, Here's How to Spot Them Capitalizing on the “gold-rush” element of crypto scammers will lure consumers through social media to invest or convert their cash to cryptocurrency.
This is a good primer on Decentralized Finance (DiFi). It discusses the basics of the system, its strengths and its weaknesses. It is not a comprehensive deep dive, but it does provide a basic description of how DiFi works and what it hopes to accomplish.
“How DeFi Hopes to Disrupt Traditional Finance” - From the Wall Street Journal via Flipboard
https://flipboard.com/video/wsj/8d43aba474
04/08/2021
I’ve been asked to write some articles on the subject of Personal Financial Planning. I know what I think is important in the area of Personal Financial Planning, but I’m interested in what you are interested in learning about.
What topics would you like to learn more about or what Personal Financial Planning questions do you have?
04/07/2021
04/02/2021
Which rules are you following?
6 Retirement Rules of Thumb Most Americans Get Wrong: Slideshow - 401K Specialist There are 6 retirement “rules of thumb” most Americans are getting wrong, according to Fidelity’s 2021 State of Retirement Planning Study.
02/02/2021
Will Coke's New Guidelines Move the Needle for Law Firms? | Law.com Skeptics said 20 years of Fortune 500 legal department exhortations haven't budged the low percentage of Black partners in Big Law.
01/28/2021
Turning food waste back into food UC Riverside scientists have discovered fermented food waste can boost bacteria that increase crop growth, making plants more resistant to pathogens and reducing carbon emissions from farming.
12/01/2020
Best in Law: Masks in Businesses What are the Mandatory Face-Covering Requirements?
11/24/2020
Black Panther star’s wife must now file for probate to administer his estate assets. This could’ve and should’ve been avoided.
Black Panther Star’s Untimely Death Highlights Importance of Estate Planning Chadwick Boseman’s wife must now file for probate.
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