Explore practical year-end tax planning steps for independent Gen X women 55+, including 401(k) contributions, Roth conversions, and estate planning.
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- Washington Metro Area
#Blackwomanfinancialadvisor Archives - Smart Women Smart Money | Harris & Harris Wealth Management | Washington Metro Area
November 20, 2025
Where are Your Important Documents and Passwords? Who Has Access?
That’s one of the first questions you need to ask your spouse, or your parents (elderly or not), or even your children (young and old), in the event of an emergency such as with incapacity or their death.
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.”
April 15, 2022
{NEW PODCAST} Having a Financial Advisor Helps You Strategize About Money
Heels of Success Podcast, Strategize about money
