Collective Wealth Partners

Collective Wealth Partners, holistic financial planning firm. Majority black women owned firm focused on closing the racial wealth gap.

[Collective Wealth Partners @Collective_WP]

As we end financial planning month and we celebrate Halloween, we are here to remind you that savings does not have to be scary!

[Collective Wealth Partners @Collective_WP]

Estate Planning Awareness Week is a time to reflect on the legacy you wish to leave behind. Thoughtfully planned charitable giving can make a lasting impact on the causes that matter to you while offering valuable tax benefits. Secure your future and create a legacy.

[Collective Wealth Partners @Collective_WP]

World Financial Planning Day is observed annually on October 4. It aims to raise awareness about the importance of financial planning and to educate individuals on how to manage their finances.

[Collective Wealth Partners @Collective_WP]

As we continue to highlight black businesses, we need to talk about the dark side. Black businesses are declined loans at a higher rate unfortunately. Among minority owned firms with gross receipts of less than $500k, loan denial rates are 42% compared to others at 16%.

[Collective Wealth Partners @Collective_WP]

As we highlight black business month, we are providing a spotlight on where black businesses flourish! Florida’s black owned businesses collectively employ more than 77,000 Floridians and represent an annual payroll of over $2.5 billion.

[Collective Wealth Partners @Collective_WP]

August is National Black Business Month, an opportunity to support and celebrate Black-owned businesses. According to recent data, there are approximately 3.12 million Black-owned businesses in the United States. These businesses employ 1.18 million people.

[Collective Wealth Partners @Collective_WP]

Social and emotional support, housing, and food insecurity are some social determinants of health that can deeply impact the mental well-being of racial and ethnic minority communities. Be the #SourceForBetterHealth this National Minority Mental Health Awareness Month.

[Collective Wealth Partners @Collective_WP]

Brian McKinney had the opportunity to be a a guest on the latest episode of the Money Talk 50+ podcast, titled “Feeling Financially Underwater?”

Tune in as he dives deep into managing financial stress, navigating tough economic times, and finding solid ground amidst the waves.

[Collective Wealth Partners @Collective_WP]

Quick cash schemes flooding your social feed? 💸 This month's newsletter delves into why these too-good-to-be-true promises often fail. Protect your finances by understanding the hype. https://t.co/kDOgvI10is

[Collective Wealth Partners @Collective_WP]

🎓✨ Thinking about you or your child’s education future? A 529 plan might be your best friend! A 529 plan is an investment account that offers tax-free withdrawals and other benefits when used to pay for qualified education costs.

[Collective Wealth Partners @Collective_WP]

Curious about the real impact of viral investment fads like GameStop? Our newsletter breaks down the dangers of herd mentality in social media investing. https://t.co/w48gGh9mFP

[Collective Wealth Partners @Collective_WP]

On June 19th, we commemorate Juneteenth, a day of liberation and celebration for the end of slavery in the United States. As we honor this pivotal moment in history, we must also recognize the enduring legacy of systemic inequality that affects Black communities today.

[Collective Wealth Partners @Collective_WP]

✈️Travel Tip: The Best Day to Book Your Flights! 

Gone are the days when Tuesdays were the go-to for snagging the best flight deals. 🗓️✈️ While Expedia suggests booking on Sundays for up to 15% off international flights, Google says midweek days can also be slightly cheaper.

[Collective Wealth Partners @Collective_WP]

✈️✨ Travel is always an adventure, but it's even better with a co-pilot by your side! See credit cards that offer a companion pass!

1. Alaska Airlines Visa Signature® credit card
2. British Airways Visa Signature® Card
3. Delta SkyMiles® Platinum American Express Card

[Collective Wealth Partners @Collective_WP]

A lot of buying and selling decisions in the markets are not based on numbers at all - instead, many of us defer to our emotions. Learn more in this month’s Visual Insights Newsletter. https://t.co/pRlgYMu6Bm

[Collective Wealth Partners @Collective_WP]

Women’s investments are aligned with their values! As we close out Women’s History Month, we wanted to share that women don’t just invest to earn a strong performance but to support what they value. What are you investing in?

[Collective Wealth Partners @Collective_WP]

Women are doing it better! Women, as surveys show, benefit from their buy and hold philosophy to investing. Surveys state that women continue to outperform and have larger investment returns.

[Collective Wealth Partners @Collective_WP]

As we celebrate Women’s History Month, sharing how younger generations are increasing their engagement in saving for retirement. Millennials keep it up!

[Collective Wealth Partners @Collective_WP]

Today we celebrate International Women’s Day! We are a firm dedicated to closing the gender and racial wealth gap!

[Collective Wealth Partners @Collective_WP]

As we close out black history month, we want to talk about building a black legacy! We share ways to close the black wealth gap.. key ways include increasing pay, savings, businesses, and investing!