Retirement Tax Planning Hack

_{In this week's newsletter:}

• Latest Good News: Speaking at a Retirement Planning Workshop Today! 🎉

• New Exclusive Client Insights: Stay Ahead with Market Updates!

• Education: Retirement Tax Planning Hack (video)

• Industry News: Social Security Payment Schedule for 2025

• Lifestyle Tips: The Best Time to Book a Holiday Vaca

Speaking at a Retirement Planning Workshop Today! 🎉

Happy Winsday,

I pray you're doing well.

What time is it?👂🏽GOOD NEWS TIME!!!🎉🎉

I just had to share this incredible moment with you all!

As I mentioned before, this year started with amazing speaking opportunities, and I’m beyond grateful for how God continues to open doors for me to educate and empower others.

Today, I’ll be sharing a Retirement Planning Workshop for the Village ministry at New Psalmist Baptist Church in Baltimore MD 🙌🏽✨ 

What makes this extra special is that it’s with the same organization where I led a Financial Literacy Workshop for their Black History University series just two weeks ago—and they found so much value in it that they invited me back for another session.

This truly brings joy to my heart!

To think, I initially turned the first engagement down, but the minister who referred me wouldn't take no for an answer! 😆 

And then I heard the Spirit say, "You can do it." At that moment, God gave me the entire blueprint—even when I felt I didn’t have the capacity, as I was already preparing for two other presentations.

I’m so grateful for the impact being made and for all that’s still to come! This ministry is truly equipping the saints for complete wholeness—this is Kingdom work!

Check out this beautiful testimonial from their pastor below! ⬇️

Thank you for celebrating these moments with me. Your support means the world! More updates soon.

We’re excited to bring even more value to our valued clients! (Exclusively for those clients with assets in the market being managed by us at Schwab or in Fixed Index annuities. )

Starting soon, you’ll receive a special weekly email packed with market updates, financial insights, and timely strategies to help you stay informed and confident in your investment plans. With all the uncertainty happening in our economy now I want to make sure you are fully updated on how your investments are impacted.

But that’s not all!

In the near future, we’ll also be launching a monthly webinar series where we’ll dive even deeper into key financial trends and wealth-building opportunities.

Keep an eye on your inbox—your first market update email will be landing soon!

📖Money Motives Education

***This Week***

 In this installment, we'll explore

“Retirement Tax Planning Hack”

In a world filled with negative headlines about economic struggles and market volatility, we focus on the positive aspects shaping our financial landscape.

"Money Motives" aims to change the narrative with fresh perspectives on money and investments.

Tune in every Wednesday for a new installment of Good News from the World of Finances. Grab your pen and notepad, and join us for some financial inspiration!

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Social Security Payment Schedule for 2025

Find out when you can expect your 2025 Social Security payments and the date you get paid when your scheduled day falls on a holiday.

Read More Here

The Best Time to Book a Holiday

Want to Save Big on Your Next Vacation?

Here’s the Secret to Booking at the Perfect Time!

Well thats it for this week, hope you found something valuable in this newsletter. Please share your Good News or anything you’d like me to include in our upcoming newsletter.

Please share with a friend and if you have any questions or comments just reply to this, it comes straight to me:-)

Have a blessed week till next time....

Kind Regards,

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