According to a report released by the BMO Wealth Institute, women in the United States control $14 trillion in personal wealth. Part of that comes from small business ownership and partnership in the nearly 10 million women-owned businesses that the U.S. Small Business Administration counted around the country in 2012. Because 1 in 5 of
Today, I have the privilege of interviewing Dr. Nicole Cutts, a success coach, former radio show producer, yogi, artist, and author of the heroine’s quest novels, The Adventures of Isabelle Book I and soon to be released Book II: Journey to Orphalese. “I was just fascinated by the brain and the human mind.” That’s what
Lisa McCurdy is your life time attorney for your life long journey.
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
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
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.
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