We understand the unique financial challenges that many in the Black community face, and we are committed to providing the education and resources necessary to help our clients make informed decisions about their financial futures.
No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.
And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.
Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.
Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.
Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
A Health Savings Account (HSA) is one of my favorite tools for both medical spending and long-term planning. An HSA lets you set aside pre-tax money specifically for qualified medical expenses. I have used mine for glasses, pharmacy items, and even therapy, which has been so helpful.
The end of the year is the perfect time to take a closer look at your benefits. When Tarif and I used our FSA to cover Kennedy’s daycare expenses, it was a game changer. We saved money, simplified our budget, and avoided that “use-it-or-lose-it” panic that can sneak up at the end of the year. If you have a Flexible Spending Account, now’s the time to make sure every dollar is working for you. FSAs can cover everything from dental cleanings and glasses to daycare and after-school care for kids. A little planning goes a long way when it comes to your finances. Read the full article on the 2nd Story Wealth blog for a few quick tips to help you make the most of your FSA before year-end.
We talk a lot about building wealth through saving and investing. But sometimes wealth starts with knowing where to find free resources that help you grow. Your local library offers so much more than books. Think free eBooks, museum passes, language classes, streaming apps like Libby and Hoopla, and even business tools. I wrote about how the library has become my favorite free place to learn, save, and recharge.
September is Life Insurance Awareness Month: Why It Matters for Your Family’s Future
One Big Beautiful Bill: What You Need to Know About the Latest Tax Changes and How They Could Affect You
Merging love and money isn’t always easy, but it can be done with intention. Tarif and I learned a lot when we combined our finances, and now we help other couples do the same. Whether you're newlyweds or 10 years in, having a plan makes all the difference. Here’s how to start merging your finances without losing your mind. Check out our recent article.
Why a prenup or postnup isn’t just smart, it’s love in action
Here’s the Real Tea on Travel Insurance
May Is Mental Health Awareness Month. Let’s Talk About Money.
The instinct to “do something” is real, but this is where discipline matters most!
4 Financial Lessons from the Eagles Superbowl Win
As the holidays bring a mix of reflection and anticipation, we find ourselves at the perfect moment to plan for the future. With a new administration stepping in and the concerning buzz about economic changes for 2025, you might be wondering, “How can I prepare for what’s next?” At 2nd Story Wealth, we’re here to simplify the process and guide you through the noise with confidence.
Planning for your child's education can be overwhelming, especially with the rising cost of college tuition. One powerful tool that can help you prepare financially for your child’s future is a 529 plan.
Titles can get confusing so let's walk through the different types of financial professionals, their credentials, and what they do so you can select the right person for your needs.
Victory Loves Preparation
Planning to Give this Holiday Season? Here are few tips through the giving season.
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Here are some things to consider if your financial anxiety is keeping you up at night.
5 Tips for Investment and Wealth Planning for Various Income Levels
