For years, the goal has been to retire to leave the workforce. Here’s my question to you: then what?
If you are lucky enough to live into your 80’s, it is estimated you will have approximately 32,000 days on this earth – four life stages of roughly 8,000 days. Let’s focus on the last stage, the 8,000-day retirement. Traditional retirement planning has not yet caught up with the realities of 8,000 days. Planning an entire life stage is understandably challenging without a clear picture of what lies ahead.
Our friends at Hartford Funds have done some great work on this topic. Over the next several posts, we will ask questions to get you thinking about the four phases across the 8,000 days of retirement: Honeymoon, Big Decision, Navigating Longevity and the Solo Journey Phase:
https://bit.ly/3hFL8n7
Be Educated. Be Empowered. Be Prepared.
We are the Walton Group at Morgan Stanley. Helping You Build Wealth One Generation at a Time.
#financialplanning #morganstanley #retirementplanning #thewaltongroup #hartfordfunds
As the continuing pandemic and depressed economic activity raise the stakes for the 2020 election, voter turnout and the Democratic VP selection are likely to play significant roles. The VP choice may also signal future policy directions that will impact taxes, spending and growth. Contact me for access to “A Guide to the General Election: COVID-19 and the Campaign Trail” issue of Geo-Markets, and to discuss investment opportunities.
Six Financial Empowerment Nuggets for the African-American Middle Class Community:
As an African-American Financial Advisor with 20 years of industry experience in financial planning and managing wealth, it has been on my heart and mind to share wisdom regarding what we can control in our own financial situations, to better our own community. So I have written a white paper — Six Financial Empowerment Nuggets for the African-American Middle Class Community — which you can access on my website by clicking below.
https://mgstn.ly/2ZpCnXz
By taking action and adopting these principles, we can help reshape and empower our community together.
We are the Walton Group at Morgan Stanley. Helping You Build Wealth One Generation at a Time.
#MorganStanley #MorganStanleyDiversity #financialplanning #wealthmanagement #diversity #100blackmenatl #100blackmen #howarduniversity #nbmba #elc #gatecitybar #naba #nsbe #blacklawyers #abc #associationofblackcardiologists #nationalmedicalassociation
Our team understands these are challenging times. Many of us are under a great deal of stress and uncertainty. However, brighter days, months and years are ahead. Below is our COVID-19 personal finance hub, with helpful resources for staying on track toward your goals. And as always, we’re only a phone call away.
We are the Walton Group at Morgan Stanley. Helping You Build Wealth One Generation at a Time.
#thewaltongroup #financialplanning #diversity #morganstanley #goals #wealthplanning #COVID19
ADVISOR.MORGANSTANLEY.COM
COVID-19 Personal Finance Resources Hub | Morgan Stanley
Our team understands these are challenging times. Many of us are under a great deal of stress and uncertainty. However, brighter days, months and years are ahead. Below is our COVID-19 personal finance hub, with helpful resources for staying on track toward your goals. And as always, we’re only a phone call away.
We are the Walton Group at Morgan Stanley. Helping You Build Wealth One Generation at a Time.
#thewaltongroup #financialplanning #diversity #morganstanley #goals #wealthplanning #COVID19
ADVISOR.MORGANSTANLEY.COM
COVID-19 Personal Finance Resources Hub | Morgan Stanley
As a Howard University Alum, I am proud of my firm for being the lead sponsor of the 2020 Support Black Colleges Virtual HBCU Homecoming. I look forward to joining my colleagues, connecting with future leaders, and sharing best practices on entering the job market, career journeys and being financially savvy. #MorganStanley #MSGivesBack #CantStopHomecoming #VirtualHBCUHomecoming #100blackmen #howarduniversity #hbcu
Fifteen years ago, I made the bold move to leave my previous employer and move my investment practice to #MorganStanley. It has been one of the best decisions that I’ve made thus far in my career. As our firm has grown and evolved, so has my professional skillset, business and wealth management career. I cannot think of a better brand and platform for a diverse Financial Advisor to have a career and build a strong, sustainable wealth management practice. The relationships and mentors that I’ve developed here have been invaluable.
Thank you to Morgan Stanley and all my terrific partners at the firm!
We are Morgan Stanley!
#morganstanley #morganstanleydiversity #waltongroup
"75%. Nasdaq found that more than 75% of its listed companies did not meet these diversity requirements within the last six months, according to data shared with the New York Times." This is a big deal. As policy changes, so does our world.
#diversity #equity #inclusion
FORBES.COM
Nasdaq Plans To Require Listed Companies To Follow Board Diversity Requirements
Wishing the very best to you and your family this holiday season, from The Walton Group at Morgan Stanley.
"There comes a time when one must take a position that is neither safe, nor politic, nor popular, but he must take it because conscience tells him it is right." -Martin Luther King Jr.
I am proud to announce that I have been named to Morgan Stanley’s prestigious Master's Club, a group of the Firm’s most successful Financial Advisors. I am grateful and appreciate this recognition of my commitment to excellence in providing comprehensive wealth planning and investment solutions to all of our clients with The Walton Group. #morganstanley #leadership #diversity #waltongroup #financialplanning #wealthmanagement
