Financial Planning for Women | Harris & Harris Wealth Management

March 15, 2018

Voice of Diversity in Financial Planning

The voice of diversity in the financial planning industry, Lazetta Braxton, shares her perspective as a woman business owner growing a progressive advisory practice, Financial Fountains. She’s motivated by her desires to create financial freedom for her clients and inspire others, like her, to pursue financial planning as a career. As a strong advocate for

March 05, 2018

Powerful Women in Finance – Special Feature, Sophia Duffy, JD CPA

In honor of Women’s History Month, I want to highlight women making a difference in the world of finance and wealth management. Today, I am featuring the Dean of Academics for The American College of Financial Services, Sophia Duffy. She overseas her department’s budget and all academic projects pertaining to curriculum and policy matters. She

February 28, 2018

3 Phases of Your Financial Life

Recently, I was honored to speak to a wonderful group of multicultural women of various ages from all walks of life. It was exciting to see a packed room of women interested in discussing money. The mistress of ceremony did an excellent job opening the session, getting the ladies comfortable and free of guilt around

February 07, 2018

Women Millionaires – 5 Things to Do Next

If you’ve saved $1 million or more, congratulate yourself but know your work has only begun. Areas to now focus on include maximizing Roth 401(k) and HSA contributions and laying out longevity and charitable-giving plans. Now’s also the time to review your bucket list and perhaps indulge a little, too. I recently read an article

January 06, 2018

Four Things to Invest in 2018

“True generosity is an offering; given freely and out of pure love. No strings attached. No expectations. Time and love are the most valuable possession you can share.” ― Suze Orman Invest in family. Spending time with family pays dividends years later. I truly believe there’s an order to life, a priority to the different

November 08, 2017

Great Women, Great Discussion, Great Time at Fashion, Fun & Finance

As maturing women, the older we get the more retirement comes to the horizon of our thoughts. During my money discussion at Fashion, Fun & Finance, I shared information about three areas to consider 10 years prior to retirement: income, taxes, and estate planning. 1) Income – Determine all your income sources and how much

September 09, 2017

5 Credit Tips: Protecting Yourself After the Equifax Security Breach

Many of you may be worried about the security of your information after the major cyber breach reported by Equifax. It concerns me too. Many years ago I had my identity stolen, but fortunately I had a fraud alert on file with the credit bureaus. Therefore, I was notified immediately when someone applied for a

September 01, 2017

Protected: Retirement Planning – 3 Questions Women Entrepreneurs Should Consider

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June 30, 2017

INVESTOPEDIA 100 List of Top Influential Financial Advisors

ZANEILIA HARRIS Named on INVESTOPEDIA 100 List of Top Influential Financial Advisors New York – June 30, 2017 – Zaneilia Harris was named on the 100 list of influential financial advisors. Investopedia, the premier online source of trusted financial information and services, today announced the inaugural INVESTOPEDIA 100, a ranking of influential financial advisors based

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