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Zenith Wealth Partners

Financial Planning

Private Placements 101: What They Are and Who They’re For

A private placement is an investment sold outside the public markets, typically limited to accredited investors and less regulated and transparent than a public stock or fund. What makes them different is illiquidity, higher fees, less transparency, and concentration risk. Before saying yes to any deal, know how the person offering it is compensated, what the fees are, how it fits your overall portfolio, and what happens in a worst-case scenario.

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Financial Planning

You Just Inherited Money. Here’s What to Do in the First 90 Days.

There’s no rush and no version of this you’re supposed to have figured out right away. The first 30 days are for getting oriented: identify what you inherited, locate the paperwork, and park any cash somewhere safe. From day 30 to 60, learn the rules that apply to what you received, whether that’s an inherited retirement account, an investment account, or real estate, ideally with a financial or tax professional. By day 60 to 90, you can start building a simple plan at your own pace, updating beneficiaries and deciding what role this money should play in your life. The only real deadline is getting inherited cash into a safe account; everything else can happen on your own timeline.

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Financial Planning

Getting Divorced? Here’s What to Handle Financially First

Take inventory of everything you own and owe, then separate your finances early to limit risk. Handle retirement accounts, beneficiary designations, and health insurance correctly before you sign anything. Think carefully before deciding on the house, know how your tax filing status will change, and build a legal and financial team you trust to guide the rest.

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Financial Planning

What Angel Investing Actually Is – And How to Know If It’s Right for You

At Zenith Wealth Partners, we believe in helping clients understand every tool available to them. That’s why we invited Brahm Rhodes, Ph.D., co-founder of Fictive Ventures and an experienced early-stage investor, to walk through the reality of angel investing. Covering what it is, how it works, and what it actually takes to get started.

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financial planning for women, Black women wealth, Muslim financial planner, first-generation wealth building, culturally competent financial advisor, Women's History Month finance
Financial Planning

Your Money Deserves a Planner Who Gets You

Women, BIPOC, Muslim, and first-gen investors deserve financial advice from someone who truly understands their lives. Fahmin Fardous, CFP®, explains why representation in financial planning changes everything.

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Planning for health insurance coverage in 2026
Financial Planning

Healthcare Costs Could Double in 2026: Here’s What to Know (and How to Prepare)

As Congress debates whether to extend enhanced healthcare subsidies that have kept insurance premiums affordable since 2021, millions of Americans could soon face higher costs. If these subsidies expire, premiums for people buying coverage through the Affordable Care Act (ACA) marketplace could more than double in 2026.

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Halal Investing meeting
Financial Planning

How to Grow Your Wealth Without Compromising Your Values

As more Muslim Americans approach retirement, many are asking an important question: “Can I invest for long-term growth without compromising my Islamic values?”
The short answer is yes, and it’s called Halal investing.

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