Blacks and Money

03/23/2026

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

03/21/2026

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

03/18/2026

Taking regular, periodic withdrawals during retirement can be quite problematic.

03/17/2026

Grateful for the opportunity to serve and connect 🙏🏾

A heartfelt thank you to Pastor Cheryl P. Wilcox and the wonderful congregation and leadership at Greater Allen Chapel AME Church for welcoming us to speak on the importance of Estate Planning. It was truly an honor to share insights, answer questions, and help empower families to protect what matters most.

These conversations are so important because planning today creates peace of mind for tomorrow.

If you’re part of a church, nonprofit, or community organization and would like to host an educational session like this, we would love to connect. Our goal is to provide clear, practical guidance in a comfortable, no-pressure environment.

Let’s continue building stronger, more informed communities together.

The more we know, the more we grow.

03/10/2026

Join us for a free, informative seminar on the Basics of Estate Planning. This seminar will guide you through the key documents and decisions needed to protect your family, your wishes, and your legacy. RSVP today. www.blacksandmoney.com/events

03/08/2026

Today we celebrate the strength, resilience, and achievements of women everywhere. 🌎

Financial confidence is a powerful form of empowerment helping women build security, create opportunities, and shape their futures.

Here’s to women who lead, lift others up, and invest boldly in their dreams.

Happy International Women’s Day! 💜

03/06/2026

📌Join us for a free, informative seminar on the Basics of Estate Planning. This seminar will guide you through the key documents and decisions needed to protect your family, your wishes, and your legacy. RSVP today.

A presentation on the basics of estate planning including wills, trusts, probate, and the advantages of naming beneficiaries.

01/01/2026

A new year brings new opportunities, fresh perspective, and renewed focus. We look forward to continuing to serve our clients and helping you navigate the year ahead with confidence and purpose. Wishing you a successful and fulfilling New Year. 🎊

11/10/2025

🎉 We’re excited to share some big news — our new website is officially LIVE! 🎉

It’s easier than ever to stay connected and plan for your financial future.
✔️ Explore helpful resources
✔️ Schedule your consultation online
✔️ Join our mailing list and get news and info to support your financial goals.

Visit us today and see what’s new!
👉🏿 www.blacksandmoney.com

For over 25 years, we’ve been helping individuals and families prepare for one of life’s biggest milestones – retirement. But for us, it’s never just about numbers or charts. It’s about people, their stories, their dreams, and the confidence that comes from knowing they’re on the right p...