Helping Black Americans bridge the racial wealth gap
March 1, 2023 by Susan Rupe
Alexis Harris’s clients – a couple in their mid-30s – seemed to be on a good path.
They wanted to save for their retirement, save for their newborn daughter’s education and build a legacy that would impact their daughter as well as the generations after her. This couple was disciplined about saving and investing. But they had not considered their parents’ lack of financial planning.
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Originally Posted at InsuranceNewsNet on February 22, 2023 by Susan Rupe.
Categories: Industry Articles