Fatima T. Williams, Financial Services Professional

“You can’t blend in when you were born to stand out”
- John C. Maxwell

I had the distinct privilege of tackling Multi-Generational Planning and its Impact on Black Families during this year’s Conference of African American Financial Professionals

How are you creating multi-generational wealth? Let’s chat! (Link in the bio)

“You can’t blend in when you were born to stand out”
- John C. Maxwell

I had the distinct privilege of tackling “Multi-Generational Planning and Its Impact on Black Families” during this year’s Conference of African American Financial Professionals with topics including:
1. Uncovering a Client’s Money Story
2. Barriers to Planning for the Next Generation &
3. When + How to Communicate the Plan to Family

How are you creating multi-generational wealth in your family? Let’s put a plan together!

https://calendly.com/ftwilliams/intro-refer-ask

“The path to diversity begins with supporting, mentoring, and sponsoring diverse women and men to become leaders and entrepreneurs.”
–Denise Morrison

Earlier this week I was afforded the opportunity to connect and build with fellow leaders whose missions align with that of The American College of Financial Services, to benefit society by delivering the highest quality education to the professionals entrusted with the public’s financial well-being.

I am totally full from this experience. I look forward to sharing more about the Diversity, Equity + Inclusion discussion and a host of other great things in-store. Stay tuned!

Happy New Year to you and your loved ones! Let's toast to yesterday's achievements and tomorrow's bright future.

The best present one can hope for this year is to spend time together. From my family to yours, Merry Christmas.

Happy Thanksgiving! Today, give thanks for your loved ones, the time you spend together, and the lifetime of memories you share.

On , we honor and give thanks to those who bravely serve our country and protect us every day.

Youth Voice: The Evolution and Illumination of Grief Support

Happy ! Here's to all the hard workers who deserve a day of acknowledgement and gratitude for all they do.

Fireworks, BBQs, family outings—celebrating Independence Day means spending time with those you love. From my family to yours, happy .

This article explores how much the S&P 500 index could fall if we experience a typical economic downturn due to a recession.

Investors haven't begun to price in recession: Here's how far the S&P 500 could fall The battered S&P 500 index is not pricing in a recession, according to DataTrek Research.

On , we remember all who serve, and especially those who made the ultimate sacrifice to protect and preserve our freedoms.

Memorial Day: remembering our fallen heroes. On Memorial Day, we honor those who died while serving in the military. Here we look back at how New York Life has supported our country’s heroes throughout our long history.

On and every other day, we support military families who have lost loved ones in service to their country.

Memorial Day: remembering our fallen heroes. On Memorial Day, we honor those who died while serving in the military. Here we look back at how New York Life has supported our country’s heroes throughout our long history.

According to this study, baby boomers will draw down their 401(k) balances at a faster pace than the generations before them, causing many to face the risk of outliving their savings. Learn why in this article.

How will boomers draw down their 401(k) balances? Earlier cohorts had defined-benefit plans and therefore less need to tap financial assets

Five financial experts weigh in on how to manage savings, debt, and investments because of inflation sitting at a 40-year high.

Fed issued its biggest rate hike in 22 years this week. 4 things to do with your money now that interest rates are rising 5 financial experts tell us how to tackle savings, debt and investments as inflation sits at a 40-year high.

New York Life has ranked as the highest in customer satisfaction among group life insurance providers in the J.D. Power 2021 U.S. Group Life Insurance Study.

New York Life recognized for award-winning customer satisfaction among group life insurance providers by J.D. Power. Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

No matter what changes you have in your career, your individual disability insurance policy is there to help ensure there are no gaps in coverage, and can supplement and support any coverage you have at work.

While you may be young and healthy now, the future isn’t guaranteed. How long would you be able to meet your monthly expenses if you couldn’t work due to a disabling sickness or injury? Disability insurance is there to replace a portion of your paycheck if you were sick or injured and unable to work.

The average cost of disability insurance depends on several factors. We can help you get the coverage you need.

Lack of retirement savings has been a longstanding societal problem with gaps persisting across many demographic factors, but new research shows an additional opportunity to help workers save more. Here’s how.

To boost retirement accounts, talk of saving pennies of every dollar, not a percentage of wages This simple change in wording can make a dramatic difference.

Join me as we close out this 2-part series and ; digging into some personal finance techniques that anyone can apply to help them reach their financial goals!!!

This article explores the 401(k) contribution limits for 2022, how they differ from last year, and why you should contribute the full allowable contribution.

401(k) Contribution Limits for 2022: What They Are and Why They Exist A 401(k) plan is a great way to save for retirement, but the IRS limits how much you can save each year. Here are the 401(k) contribution limits for 2022.

This column addresses questions you may have about the maximum Social Security benefit an individual can receive, taking benefits early in order to invest them privately, and spousal benefits.

Ask Larry: Is There A Maximum Social Security Benefit An Individual Can Receive? Today's Social Security column addresses questions about the maximum Social Security benefit an individual can receive, taking benefits early in order to invest them privately and overpayment of spousal benefits after filing and suspending.

Here’s 12 reasons why you should max out your Roth IRA contributions every year.

12 Reasons To Contribute To A Roth IRA By April 18 We’re about a week away from a certain day in April (now April 18) that’s known to most people only as the dreaded tax day, but it's also the deadline to make contributions to an IRA (and an HSA if you're eligible) for 2021. Contributing to a Roth IRA can be particularly beneficial.

you finna catch this glow, tho…

…because the conversation on is NEVER over! join me in this 2-part series where we’ll be talking about the intersection of financial literacy and (part 1) as well as some techniques (part 2). i’m looking forward to this discourse. see ya there! (link in the bio)

One common motivation behind the purchase of life insurance is love. People want to protect their loved ones, and one of the best ways to do that financially is with life insurance. Contact me today.

Don’t assume that your loved ones don’t want to talk about life insurance. Now is the perfect time to discuss your family’s future with your loved ones and an insurance professional. Contact me.