August 4, 2025
Unlocking the Power of the One Big Beautiful Bill Act
You have probably heard that the One Big Beautiful Bill Act (OBBBA) increased the amount people can leave loved ones without paying a federal estate tax....
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September 16, 2024
Choosing IRA Beneficiaries is Like Choosing from a Box of Chocolates
On July 19, 2024, the Internal Revenue Service and the Treasury Department published Required Minimum Distributions (RMDs) Final Regulations. The regulations are effective as of September…
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September 16, 2024
Retirement Reality Check: Pensions Alone are Not Enough
Many school district employees assume their state pension and Social Security – where applicable – will fully replace their income in retirement. However, neither are designed…
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September 11, 2024
Special Planning for Special Needs
No one plans for a loved one to be born with special needs or to become disabled later in life. Did you know that if you…
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September 11, 2024
BUILDing Blocks I Underwriting: Risk Mitigation Balance
BUILD’s vision is to empower Black Financial Professionals to make a lasting financial impact in the Community and the Financial Services Industry; so that Black agents…
