Attention Baby Boomers Age 59 ½ – 70 ½, Take Advantage of the “Tax Sweet Spot”

When you reach age 59 1/2, you enter what we call the “tax sweet spot”. This is when you are allowed to make withdrawals from tax-deferred accounts penalty-free… but you aren’t required to actually make those withdrawals until age 70 ½.

By the Numbers – 2016 4th Quarter Report

Every year has its fair share of surprises. Many are welcome, some are not, and most don’t make sense without days, months, or even years of hindsight. We are pleased to report that 2016 was a good year for the capital markets, particularly in light of its five biggest surprises (to be detailed in our downloadable pdf report below).

Do You Plan Based On Silly Predictions?

February 2nd is Groundhog Day, a day when we gleefully look to a large species of squirrel to provide our 6-week weather forecast. Luckily, a lot more of financial planning can be controlled than the weather.

5 New Year’s Resolutions, Inspired by a 3-Month Old

As 9pm approached on December 31, I glanced across the room at my wife who was dozing off while feeding our 3-month old daughter, Keylin. I began thinking about my top 5 tips I plan to give my daughter related to New Year’s Resolutions.

Holiday Shopping Crowd

By: Harris Financial Advisors | On: December 15, 2016 | Category: Retirement Savings | Tags: budget, children, newborn, saving, shopping | 3 Comments

A New Dad Reveals Secrets of Holiday Shopping Success

As you begin your own shopping adventure, here are the 4 “pain-relieving secrets” used by a Certified Financial Planner™ during his first holiday shopping season with a newborn: