Financial Tools & Resources

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Financial Tools

Closing The Wealth Gap

The wealth gap for people of color is a pressing issue that has persisted for far too long. This wealth gap stems from various systemic factors, including historical racial inequities, limited access to educational and economic opportunities, discriminatory policies, and biased financial systems.

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Tax Planning

Tax planning involves understanding tax laws, maximizing deductions and credits, taking advantage of tax-advantaged investment and savings opportunities and consulting a tax professional to minimize tax liability and maximize after-tax income.

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Retirement Planning

Retirement planning involves setting goals, creating a strategy, and taking action to achieve a comfortable retirement through budgeting, investing, reducing debt, and utilizing tools and resources such as calculators, software, courses, and advisors.

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Credit & Debt

Understanding and responsibly managing credit and debt is essential for achieving financial goals, which includes monitoring credit score, paying bills on time, keeping credit card balances low and using various tools and resources.

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Saving & Investing

Saving and investing can help build wealth and secure financial future by setting goals, educating oneself, diversifying portfolios, monitoring accounts, and using various tools and resources.

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Budgeting

Budgeting is the process of creating a plan to spend your money by identifying income and expenses, setting financial goals and allocating funds, avoiding common mistakes, using tools and resources to help, and seeking support to achieve financial stability and peace of mind.

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Financial Tools & Resources

Closing The Wealth Gap

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Tax Planning

Learn More

Retirement Planning

Learn More

Credit & Debt

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Saving & Investing

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Budgeting

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