Category: Financial Advice

  • May is Disability Insurance Awareness Month

    May is Disability Insurance Awareness Month

    Are You Prepared? Most people don’t think about disability insurance at all. They might think of life insurance so that their families aren’t financially impacted when they die, money that helps the survivors go on with their lives. But you’re a lot more likely to become disabled long before you die, and you’re more likely…

  • April is Financial Literacy Month!

    April is Financial Literacy Month!

    And I’ve got a TREAT for you! On March 28th, it was my honor to host Educational Thursday for the San Francisco-based non-profit organization, Both Sides Of The Conversation.  Their mission is to increase mobilization of advancement in Black and Brown communities by providing a safe space for conscious dialogue concerning the needs, systemic barriers,…

  • Putting It All Together

    Putting It All Together

    Annual Review, Part 3 Part three of the Annual Review is: How are you going to get from where you are now to where you want to be? So we’ve talked about getting your numbers together to see where you are now , and dreaming about your goals for the future . Now it’s time…

  • What Is Your Dream?

    What Is Your Dream?

    Annual Review, Part 2 Part two of the Annual Review is: Where do you want to be in the future (financially & physically)? The way to figure out where you want to be…is to DREAM. What does that mean? It means looking at where you are today, and thinking about what you really want for…

  • It’s Annual Review Time-Let’s Not Put it Off

    It’s Annual Review Time-Let’s Not Put it Off

    It’s time for your annual review. Dawnn Hills shares questions she asks her clients.