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Diversity in Financial Planning Starts with Understanding History…

Posted February 17, 2019 There are several reasons for the wealth gap between White Americans and African Americans.  I have been fortunate to have relevant, authentic conversations with several financial planning professionals that acknowledge the need for a deeper understanding of cultural differences that inform the way that various people groups manage their finances, professional … Continue reading Diversity in Financial Planning Starts with Understanding History…

The Diversified Planning Solutions Mentoring Forum

Please Join Me! The Future is Feminine The topic of this discussion will address the following questions: What does the future of the Financial Planning industry look like and where are women now? How did women get here and what do women bring to the industry? What do women need to know about the opportunities in financial … Continue reading The Diversified Planning Solutions Mentoring Forum

Go One Step Further: The 529 ABLE For Recovering Opioid Abusers…?

Posted December 13, 2018 Can the 529 ABLE account be expanded to include Opioid Use Disorder as a qualified disability?  It is worth considering. Prior to June 2018, the Whatcom County Sherriff’s office had a policy of denying individuals suffering from opioid use disorder (OUD) medications that treat opioid addiction.  Inmates were required to go … Continue reading Go One Step Further: The 529 ABLE For Recovering Opioid Abusers…?

Thief – Overcoming Social and Economic Barriers to Human Capital Recovery

Posted November 29, 2018 “My life was a raging dumpster fire!” – Anonymous, after two weeks at a residential drug rehabilitation treatment center. So, how does the practitioner or client engage in financial planning while the client is driven to desperately and surreptitiously feed their addiction or fearfully concede to a dependence on opiates?  When … Continue reading Thief – Overcoming Social and Economic Barriers to Human Capital Recovery