Harris Financial Advisors-FinancialCosts...Sunset Couple2

By: Harris Financial Advisors | On: May 28, 2019 | Category: Financial Planning |

Are you a caregiver for a loved one? Take these steps to protect your finances

While childcare options enabling women to remain part of the paid U.S. workforce continue to expand, multiple studies reveal much less support for working women who, without pay, care for aging adults (most often their parents).

Harris Financial-Benefits of Rebalancing-Balancing Rocks

By: Harris Financial Advisors | On: May 21, 2019 | Category: Financial Planning |

Rebalancing Investment Portfolios: an approach to managing risk

Rebalancing is the process of adjusting a portfolio’s current asset allocation to pre-established target weights, based on a specific investor’s goals and risk appetite. According to a recent Vanguard study, asset allocation contributes to 91.1% of portfolio performance with the balance attributed to security selection.1

Revocable-Taylor measuring-Harris Financial

By: Harris Financial Advisors | On: May 1, 2019 | Category: Financial Planning |

Revocable Living Trust: measuring the benefits

When it comes to estate planning, establishing a trust can be a helpful way to ensure long-term financial stability and manage assets over time. Trusts exist in a wide variety of forms to serve individuals, couples and families over lifetimes and after death.¹ Trusts are established for a variety of reasons, among them: