As you consider whether you can trust the advisor, you need to ask yourself “can the advisor trust you?” Because trust is a two-way street.
- Phone 301-218-0885
- [email protected]
- Washington Metro Area
Women and Money Archives - Smart Women Smart Money | Harris & Harris Wealth Management | Washington Metro Area
October 16, 2024
Is your financial advisor “independent”? And why does it matter?
Is your financial advisor “independent”? And why does it matter?
June 20, 2024
Are you losing sleep over your finances? Take this quiz.
Investing and planning require a lot of moving parts and momentous decisions – decisions that could make or break your financial future.
May 15, 2024
Working with a Financial Advisor Grows Your Wealth
Working with a competent advisor can increase your odds of reaching your financial and life goals.
April 15, 2024
What is Your Advisor’s Technical Expertise
When you hire a financial advisor, you might not be clear about what you are paying for. The fact is, there are numerous analytical and technical activities that are carried out on behalf of clients. When you engage with me, you are paying for my specialized knowledge, experience, tools, and my expertise.
September 15, 2023
{NEW PODCAST} It Pays to Network
Ms. Rosa Santana has worked in three different industries, from graphic design to higher education. In highlighting the different aspects of her career, you gain an understanding that your career journey may not be a straight path. She loves helping professionals, from early career to seasoned professionals with employment advice. She guides her students on how to advocate for themselves.
April 14, 2023
{NEW PODCAST} Women, There’s More than One Way to Divorce
When pursuing divorce, it is important to build a team that includes a financial planner, therapist, CPA, and attorney.
January 15, 2023
Planning for Your Future: Retirement and the Roth Conversion
As we dive into 2023, there are ongoing discussions around the fact that markets are continuing to be volatile. These periods of unpredictability can be nerve-wracking — but there are certain actions you can take now that may help.
December 15, 2022
Psychology of Wealth: Knowing You’re More than Enough
A key component of the psychology of wealth is knowing that “you’re more than enough.”
