By Lynnette Khalfani-Cox In memory of one of America’s most pre-eminent heroes, here are five financial lessons we can all learn from Dr. Martin Luther King, Jr.’s life and legacy. Lesson No. 1: Don’t wait for economic change—create it How many times have you complained about your workplace, your low pay or something unfair that happened…

The start of a new year is the perfect time to revisit your financial goals and refine your strategies. By taking intentional and thoughtful steps, you can strengthen your financial foundation and set yourself up for lasting success. Here are five key strategies to consider, along with the reasons they’re worth implementing. 1. Create a…

The New Year is a time for fresh starts and setting goals, but when it comes to financial planning, the resolutions often seem predictable: save more, spend less, and budget better. While these are undeniably important, there’s an opportunity to think outside the box. Below are ten unique financial resolutions that might surprise you —…

As the end of the year approaches, it’s an opportune time to review your financial status and make strategic decisions that can impact your financial well-being in the coming year. Implementing certain financial moves before the year ends can potentially save you money, optimize your taxes, and set a solid foundation for the future. Here…

As the year winds down and the holiday season takes center stage, early December is the perfect time to begin thinking about your year-end resolutions. Starting the process early allows you to reflect thoughtfully on the past year and set meaningful, achievable goals for the year ahead. By giving yourself ample time to brainstorm, refine,…

The holidays are a time for celebration, indulgence, and connecting with loved ones. However, they can also be a season of excess – not just for your wallet but also for your health. As a financial advisor, I’ve learned that the principles of budgeting and planning apply just as well to holiday eating and drinking…