WealthFinessed

11/10/2022

Worried about your stock options as a tech employee facing potential ?

I spoke with Beth Pinsker CFP® at MarketWatch about the realities Tech employees at companies such as and are now facing and how layoffs and loss of stock options are having a direct impact on their finances. Link in bio!

01/26/2021

For the past few months, as a new business owner, I felt like if I wasn’t always working in the business and giving it 110% of my time I was failing. I was overwhelmed, but I figured it was just part of the game.

A few weeks ago I had a conversation with my friend and business owner sister . She said “Some of your greatest ideas will come when you’re not working. Real innovation and inspiration will come when you’re traveling, reading a book, or having a conversation with your family.” So For 2021 I’m going to trust the process and prioritize peace and balance. ✌🏾🤍💸

10/30/2019

Preparing for the next recession - *https://medium.com//preparing-for-the-next-recession-here-are-six-things-to-consider-793a6d6d62b2*

Many younger millennials, and certainly Gen Z, were not old enough to holistically experience the impacts of the last recession. Although we cannot predict the exact time that another recession will happen, we CAN prepare for it. Amani Phipps and I created a list of six things to consider to prepare your life AND your finances.

10/28/2019

I had the pleasure of being on a panel with these lovely folks beside me! We talked about our own journeys towards building wealth, entrepreneurship, real estate investing, and establishing your mindset for wealth.
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Building generational wealth takes a family commitment. The most important thing we can do is to start having with the people we care about. To start this conversation, I left the audience with 3 questions to ask their families on Thanksgiving.
1. Do you have a plan or savings for retirement?
2. Do you have life insurance?
3. What will our family’s legacy be?

10/23/2019

This Saturday! I look forward to sharing my journey to building generational wealth. We’re also going to hold a discussion about what YOU can do to start building wealth and how it must start with establishing your mindset.
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Very few tickets left! We all have a unique story to share so RSVP to listen to ours! 💰 @ Norwind's

08/14/2019

Generational Wealth - This weekend, I had a great time on Money, Mind, and Body's panel. We discussed what generational wealth means to us and how we can start having a conversation with our loved ones about finances.

07/24/2019

I am sooo excited to join .mind.body on August 10th from 1 - 4pm at the BronxArtSpace as we sip mimosas 🥂 and discuss generational wealth, financial literacy, and the financial resources needed to build wealth for generations to come.

Tickets are free, but limited! RSVP now. Link in bio.


@ Bronx, New York

07/10/2019

Join me on August 10th alongside as we have an important conversation about generational wealth, financial literacy, and the financial resources needed to build wealth for generations to come.

Tickets are free, however, seats are limited! RSVP now via https://www.eventbrite.com/e/a-conversation-on-generational-wealth-tickets-64933676374

We’ll sip mimosas and answer all your money questions.

06/05/2019

Automate and Go Away! - Summer is the season of traveling, beaches, cookouts, and overspending. It makes sense. Through the fall and winter, our spending tends to be lower since many of us are in "hibernation mode." But once the weather breaks 70 degrees (at least in NYC), the streets are filled with people. Make sure you're still on track to meet your goals by creating auto deposits into your emergency fund, credit cards, etc. on the day your paycheck comes in.

05/08/2019

It's That Season! The 2018 tax season is behind us. But it's never too soon to begin planning for 2019. If this tax season caught you by surprise, here are a few money moves to keep in mind to reduce your taxable income. - https://mailchi.mp/66a42746059d/new-post-to-roth-or-not-to-roth-360687

04/24/2019

Good Morning! It's Wealthy Wednesday! This week's Blog Post is If You Rent, Cover Yourself -

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https://www.wealthfinessed.com/single-post/2019/04/24/If-you-Rent-Cover-Yourself

Many people who rent may assume that damage to their personal items will be covered by a landlord’s insurance.

04/24/2019