Should you claim Social Security at 62, 67, or 70? See a simple break-even example for Gen X women preparing for retirement.
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Plan Archives - Smart Women Smart Money | Harris & Harris Wealth Management | Washington Metro Area
July 22, 2026
How to Turn a $1 Million Portfolio into a Reliable Income Stream
Turn your $1 million portfolio into income that lasts. Discover smart strategies to reduce taxes, protect your wealth, and retire with confidence.
June 21, 2026
Inherited an IRA?
Learn smart inherited IRA distribution strategies, avoid costly tax mistakes, and preserve more wealth for your future with expert guidance.
May 31, 2026
Are you Negotiating Well Enough to Protect Your Future?
Learn how partnering with an executive coach and financial planner can help you strategically negotiate your next complex compensation package to protect your worth, elevate your career, and create lasting workplace wealth.
February 20, 2026
Life Planning Around Wealth Planning: A Different Approach to Financial Strategy
Discover why ambitious professional women are choosing life planning over traditional wealth management—and how aligning your finances with your purpose changes everything.
January 20, 2026
Market Moments for Gen X Women Nearing Retirement
Gen X women are entering retirement with more experience, resilience, and financial wisdom than any generation before them. Learn how to plan strategically, stay invested, and protect long-term security. You’ve earned this season. Let’s plan it with intention.
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.
