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
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
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
“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
Zaneilia Harris, CFP®, President of Harris & Harris Wealth Management, LLC has been selected from a record number of 435 women as an honoree of The Daily Record’s Top 100 Women in Maryland. Nominees completed an application outlining their educational and career history, professional and community involvement, corporate and nonprofit board memberships, and mentoring experience.
Women Inspire Me Honoring Women during Women’s History Month and throughout the year is an important part of my practice as a woman CERTIFIED FINANCIAL PLANNER™. I have gained such wisdom and insight by listening to their stories. After hearing the powerful testimonies of women from my practice and the community, it inspired me to
The New Year is Here I’m excited to embrace what’s to come for 2017 and hope you are too! Each year I ponder a word that I want to represent my goal for the year. This year it’s transparency. This has been scary for me because I have been fighting the imposter syndrome for
Another year is approaching an end, can you believe it? This has been an exciting year and I hope it has been for you. Starting up again in January, is my Morning Cup of Finance. I hope you can join in the lively discussions. Last month we talked about the election and how it may