Turning goals into strategies, and strategies into legacies - Financial planning for your future.
10/07/2025
Q3 Earnings Season Preview: Little Suspense This week's Weekly Market Commentary discusses a Q3 earnings preview highlighting strong AI-driven growth, resilient margins despite tariffs, and a positive outlook for corporate profits into 2026.
10/07/2025
October is Financial Planning Awareness Month
Financial planning is how everyday people build the lives they want, one intentional step at a time.
Financial planning isn’t just about investments. It’s about making sure your money supports your real goals:
• Buying a home or paying one off
• Managing debt without constant stress
• Saving for college or retirement
• Protecting your family from the unexpected
• Creating a plan for aging parents or special-needs children
A conversation with a financial planner can turn “I’ll figure it out later” into a clear, confident plan for today and tomorrow.
You don’t need to have it all together—you just need to start.
This October, take a moment to plan for your success.
📅 Let’s talk about what’s possible for you and your family.
Let’s schedule a conversation today.
09/28/2025
Mark your calendar for Tuesday, November 18th at 7:00pm for the last installment of the Zeta Phi Beta Inc, Tau Pi Zeta chapter’s Financial Literacy series.
Come out and join the Women of Tau Pi Zeta of Riverview and learn more about Financial Literacy.
09/28/2025
I have partnered with Tampa Bay Black Le****ns Inc. to present a virtual Financial Planning workshop series. To register, follow the link to eventbrite.
Join Financial Planner, Takiyah Baltimore, MBA, for these FREE workshops to help you & your family make important decisions for your future.
10/15 Start Planning Your Legacy Session
11/19 Financially Fearless Women Session
12/17 Financial Strategies for S.B.O. Session
Register: https://www.eventbrite.com/e/the-more-you-know-tbbl-virtual-financial-planning-workshops-tickets-1689568979299?aff=oddtdtcreator
Life insurance isn't a topic of conversation in many households, but it should be. Life insurance has more to offer than just helping to offset funeral expenses. It also offers benefits during your lifetime and can help empower your legacy for generations to come.
Contact me to discuss how life insurance fits into your legacy-building strategy.
To learn more, contact: Takiyah Baltimore 813-520-4136
09/18/2025
Investing is a long-term strategy but how long can it take?
The Rule of 72: How Long Will It Take to Double Your Money? Find out more
09/18/2025
Turning Lessons Into Legacies
I didn’t always have a solid financial plan. My priorities were different back then. Everything changed when I started getting intentional about preparing for my own retirement. I discovered having a clear game plan doesn’t just bring answers, it brings confidence. That’s why I became a financial planner. I wanted to share that same knowledge with others who, like me, want to feel secure about their future.
This space is where I’ll offer insights, tools, and encouragement to help you build wealth, protect what matters most, and plan for the life you envision.