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By: Harris Financial Advisors | On: December 10, 2019 | Category: Financial Planning |

Charting Your Financial Future as Newlyweds

Personal finances are one of those things that we grow up not talking about because it can feel tacky, uncomfortable, confusing, or all of the above. However, once you are married, it’s essential that you and your spouse get on the same page about money.

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By: Harris Financial Advisors | On: November 26, 2019 | Category: Estate Planning, Financial Planning |

Planning for the Inevitable (Part 2): Steps to Take After the Death of a Loved One

This is the second blog post of a two-part series on “Planning for the Inevitable.” Part 1 can be found here.

The loss of a loved one is emotionally devastating on many levels. The best defense against uncertainty and stress is to lean on existing family and social and professional relationships for support.

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By: Harris Financial Advisors | On: November 5, 2019 | Category: Estate Planning, Financial Planning |

Planning for the Inevitable (Part 1): Estate Planning Steps to Take Now

Preparing for one’s own eventual demise or the loss of a loved one can be emotionally exhausting. If starting the conversation seems difficult, you’re not alone. According to the Kaiser Family Foundation (2017) and The Conversation Project National Survey (2018):

2019 Q3 Market Review - Harris Financial Advisors

By: Harris Financial Advisors | On: October 22, 2019 | Category: Quarterly Report |

By the Numbers – 2019 3rd Quarter Report

Four of the seven major asset classes advanced over the 3rd quarter, and three showed mild weakness as newswire reports of trade escalation, currency manipulation, interest rate cuts, Brexit turmoil, protests in Hong Kong, and Iranian military action weighed on financial markets. Even with the dizzying headlines, all major asset classes remained in positive territory year-to-date through the end of the quarter.

Harris Financial Advisors-Running a Business-Retirement-Man Running 2019 Sep 24

By: Harris Financial Advisors | On: September 24, 2019 | Category: Financial Planning, Retirement Savings |

Running a Business? Remember to Plan for Your Retirement

If you’re a business owner, are you taking the steps necessary to ensure a prosperous retirement? Business owners face a variety of unique questions when it comes to retirement planning, and many put off answering those questions longer than they should. In fact, one-third of nearly 2,000 small business owners recently surveyed said they don’t have a retirement plan.