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Jude Wilson helps clients achieve financial goals with smart planning

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Jude Wilson helps clients achieve financial goals with smart planning

ORLANDO, Fla. – This week on “Black Men Sundays,” host Corie Murray interviews Jude Wilson, the Chief Wealth Strategist at Centrus Financial Strategies.

Wilson has an impressive educational background with two bachelor’s degrees — one in marketing, and one in finance from Florida State University — as well as a master’s degree in business administration from Rollins College.

Wilson spoke with Murray about the steps one should take when selecting a financial advisor.

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“You want to look for someone who is actually providing comprehensive financial advice, looking at all aspects of your life,” Wilson said. “If the first thing someone says to you is ‘You would be a good candidate for a life insurance policy. We want to make you rich through growing your assets safely and getting a tax-free income from it.’ Oftentimes, people hear that and they get interested, but they don’t understand that that’s one strategy, and you have to be ready for that strategy for it to work.”

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Wilson says it’s important for a financial advisor to ask about your future goals and putting together a step-by-step process to achieve them. He introduces his clients to a bucket plan.

“My strategy that we’ve been using to help hundreds of clients get from accumulation, where they’re working to build their net worth to distribution is called the bucket plan. Each dollar should have a purpose, a timeframe, and a goal for dollars that you’re setting aside. So those three buckets all are coordinated with a time and a purpose and what they’re to do for the client.”

When it comes to retirement, most of Wilson’s clients tell him they don’t want to retire at 65 or 70. They want to retire as early as feasible.

“We are challenged to help them figure out a way to get there but to be realistic about it. Some people say, ‘I want to retire in five years’, well, if you’ve got $100 in your 401(k), and you don’t have the ability to put significant money away, you’re not going to retire in five years. We need something that we can document that we can follow, and we can be strategic to help you get from point A to point B.”

Centrus Financial Strategies is located in downtown Orlando. For more information on services, click here.

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Hear the full interview in Season 4, Episode 20 of “Black Men Sundays.”

Black Men Sundays talks about building generational wealth. Check out every episode in the media player below.

Copyright 2022 by WKMG ClickOrlando – All rights reserved.

Finance

Anne Arundel County Launches New Finance and Procurement Platform

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Anne Arundel County Launches New Finance and Procurement Platform

Anne Arundel County is preparing to launch a new finance and e-procurement system to modernize county operations and improve how businesses interact with local government.

The new platform, called Harbor, is scheduled to go live in July and will replace the County’s legacy procurement system with a centralized cloud-based platform built on Oracle Fusion Cloud.

County officials say the new system is designed to streamline procurement and financial processes while making it easier for both existing and prospective vendors to do business with the County.

From the press release: 

“Harbor is a much-needed upgrade that will streamline services for our county agencies and those who do business with the county,” said Anne Arundel County Chief Administrative Officer Christine Anderson.

The platform will serve as a single portal for supplier registration, bid opportunities, invoicing, payment tracking, and contract management, consolidating what had previously been spread across multiple systems. County leaders say the transition is part of a broader effort to modernize operations, improve efficiency, and lower barriers for businesses seeking to compete for county contracts.

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For counties, procurement modernization remains an important operational priority as local governments look to improve transparency, strengthen vendor engagement, and simplify access for businesses of all sizes. Anne Arundel County has encouraged interested suppliers to review training materials and registration information ahead of the July launch.

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Quadient Recognized as a Leader in the 2026 SPARK Matrix for Accounts Receivable Applications

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Quadient Recognized as a Leader in the 2026 SPARK Matrix for Accounts Receivable Applications
QUADIENT

Quadient demonstrates continued innovation in AI-driven invoice-to-cash automation and unified finance operations

Paris

Quadient (Euronext Paris: QDT), a global automation platform powering secure and sustainable business connections, announced today it has been recognized for the fifth consecutive year as a Leader in the 2026 SPARK Matrix™ for Accounts Receivable Applications by technology analyst and advisory firm QKS Group. Quadient strengthened its position in the report year-over-year, with a notable improvement in Technology Excellence, reflecting continued innovation in its AI-driven invoice-to-cash solution.

According to QKS Group, Quadient’s leadership position highlights its evolution into a comprehensive, AI-powered platform that delivers strong predictive accuracy and straight-through processing. The analyst firm also emphasized the capability of Quadient’s solutions to unify accounts receivable (AR) and accounts payable (AP), offering finance leaders greater visibility and insights into their business finances to make faster, better decisions on working capital management.

Earlier this month, Quadient announced the release of its new cash dashboard capability for AR and AP that allows finance teams to bring together traditionally siloed data in a single view. An AI assistant summarizes key metrics and provides analysis that helps finance leaders accelerate cash on hand, improve forecasting, reduce risk and uncover opportunities to optimize working capital.

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“Quadient has established a strong position in the 2026 Accounts Receivable Automation market through its focus on intelligent automation, cash flow optimization and integrated financial operations,” said Sanjeevi C R, associate vice president, Enterprise Research at QKS Group. “The platform’s evolution from predictive analytics to AI-driven autonomous collections execution represents a meaningful step forward in reducing manual effort across the invoice-to-cash cycle. What differentiates Quadient is its ability to combine collections management, cash application, and payment processing with a unified accounts receivable and accounts payable ecosystem, providing finance leaders with a more holistic view of working capital performance. By enabling greater automation, enhanced cash flow visibility, and more efficient receivables operations, Quadient continues to deliver measurable value for organizations seeking to modernize their financial processes and improve liquidity management.”

QKS Group highlighted the following key strengths for Quadient AR:

  • Autonomous AI capabilities that simplify accounts payable processes with greater clarity and keep invoices moving from capture to payment resolution;

  • A unified AR and AP platform, reducing silos and simplifying financial operations;

  • And advanced cash application that improves matching accuracy and minimizes manual reconciliation

“CFOs and their teams are facing more complex challenges than ever before. They need a trusted partner who offers cash flow management optimization solutions that deliver faster cash application, improved collections performance and enhanced AI-based forecasting,” said Lilac Schoenbeck, senior vice president for Digital solutions at Quadient. “This recognition as a Leader in the SPARK Matrix reflects how we’re helping customers transform finance operations end-to-end, automating time-consuming tasks, improving accuracy and freeing up resources to focus on strategic initiatives that drive business growth.”

For the complimentary report, visit: quadient.com.

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About Quadient
Quadient designs and builds human-centered, AI-driven automation solutions for business communications. Our software empowers hundreds of thousands of customers to create, deliver, and manage world-class communications with speed and ease. From financial automation and customer communications to mail and parcel management, Quadient reduces friction and waste so customers can focus on growth and customer connections. Quadient is listed on Euronext Paris (QDT) and part of the CAC® Mid & Small and CAC Technology indexes. Make room for the remarkable at quadient.com.

Contacts

Quadient
Joe Scolaro
+1 203-301-3673
j.scolaro@quadient.com  

Walker Sands
Kiley Ribordy
quadientpr@walkersands.com   

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G7 Recommits to Development, Investment Finance to Drive Shared Prosperity

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G7 Recommits to Development, Investment Finance to Drive Shared Prosperity
In a message of “convergence and unity in response to multiple crises,” the Group of 7 (G7) leaders from Canada, France, Germany, Italy, Japan, the UK, and the US, together with the EU, have agreed to foster mutually beneficial international partnerships.

The G7 Leaders’ Summit took place in Évia

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