Financial Literacy 100 with Derly Jean

09/22/2026

You have the right to plan your future with confidence.

Recently, many of our clients have reached out with questions about Trusts, Asset Protection, and Legacy Planning. To equip you with the right tools and knowledge, we’re partnering with Mattleman, Will & Miller for an empowering educational session:

Estate Planning: Protect Your Family, Preserve Your Legacy
📅 Wednesday, October 14 — 7:00 PM ET
Register now:
https://us02web.zoom.us/meeting/register/bX-qpY2zQ1uKBtI9rZSZtg

If you—or someone you know—has been thinking about creating or updating an estate plan, or simply wants to better understand the basics of estate planning, please feel free to share this invitation.
Learn the real differences between a Will and a Trust, so you can make informed, confident decisions for your family’s future.

09/21/2026

"The 3 Ds of Investing". If you want to access this piece, If you would like a copy of this piece, please message us at [email protected] or [email protected] or simply type "3 Ds".

Knowledge is powerful — but applied knowledge is life‑changing. Ife. Let’s keep growing, learning, and putting wisdom into action.”

08/02/2026

BEING FRUGAL DOES NOT MEAN BEING CHEAP.

There are a few things I will never buy :
1. Sports betting Apps
2. The Newest phones. ( Is it a business tool or a hobby/entertainment?)
3. Financing a car over 4 years. (If it takes me 4 years to pay a car, this means I cannot afford it. This is a depreciation asset. After 3 years it is not worth much, mechanical issue starts. If you have a business, you would rather lease.)

What about you? What would you never buy?

05/21/2026

Do you have a trusted financial advisor to help you?

03/13/2026

Are you ready for The Great Wealth Transfer movement ?

03/08/2026

This week, I had the privilege of speaking to a group of 5th graders at a local charter school.
I used the opportunity to teach them about money, highlight the power of reading, and encourage a lifelong love of literacy. What impressed me most was their curiosity — the thoughtful questions, the eagerness to learn, the way their eyes lit up when we talked about their future.
Moments like these remind me why I do what I do.
I feel humbled and grateful to play even a small part in shaping their journey.
If we can inspire children early to understand money, value education, and believe in their potential, we’re not just teaching; we’re transforming futures.

02/26/2026

Are you willing to learn? Do you have 3 hours per week? Would you like to tap into the upcoming wealth transfer? Let's talk. 973-284-7757

02/16/2026

Do you know that according to an analysis from the Tax Policy Center, on average, taxpayers will save about $2900 per household this year? Let me help you find the money.

01/31/2026

Hiring: Remote Part-Time Assistant

My financial advisory office is looking for a reliable, independent assistant to help manage our CRM, follow up with clients, and support daily tasks. Must have great customer service, be willing to learn, and speak English + Haitian Creole.Bonus: Life insurance license.

Know someone who’d be a great fit? Send them my way!

01/21/2026