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.
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Black Woman CFP Archives - Smart Women Smart Money | Harris & Harris Wealth Management | Washington Metro Area
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.
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.
May 25, 2023
How to prepare to pay for college — from a parent and a planner
If you have a child or children in high school, then you are starting to feel the pressure of planning for college admissions. This is something my husband and I are in the midst of doing for our daughter. Believe me, the process can be daunting.
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.
November 15, 2021
Gen X Building Workplace Wealth
Here are a few tips on how to make the most of your employer’s financial offerings.
March 15, 2021
{NEW PODCAST} Going to College is a Fiscal Decision
Our guests, Shaunté and SeKai Parker, join the Heels of Success podcast to discuss their experience with obtaining over $900,000 in college scholarships. Shaunte is a licensed real estate agent in the Washington Metropolitan Area. Her daughter, SeKai, has aspirations of becoming a doctor. During our conversation, Shaunté shares that parents need to start the process of looking for college scholarship opportunities when your student enters 9th grade. She jokingly stated that for her this process was like having a full-time job – from submitting applications to managing deadlines. A key is not only having a child who is a good student; but also, one who is highly engaged in student activities and community volunteerism. Listen in as Shaunté and Sekai expound upon their experience with high school and managing the college scholarship process.
February 14, 2021
For the Love of Finance – a Fight for Economic Equality
A friend of mine recommended reading a book, All About Love, by bell hooks. The main topic is love. What does it mean? Her definition is that it’s a combination of care, commitment, trust, knowledge, responsibility, and respect. She states, that while we are bombarded with messaging on the importance of love to our survival,
November 15, 2020
{NEW PODCAST} Dr. Virletta Bryant
Dr. Virletta Bryant is a licensed clinical social worker, writer and speaker.
