2019 Q4 Market Review - HFA Version FINAL

By: Harris Financial Advisors | On: January 23, 2020 | Category: Quarterly Report |

By the Numbers – 2019 4th Quarter Report

The fourth quarter capped the end to a notable year in the markets as all seven of the major asset classes delivered positive returns in 2019. Global capital markets proved resilient against the backdrop of trade tensions, better than feared economic data, Brexit, unrest in Hong Kong, stimulus packages and lower interest rates, among many other developments.

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By: Harris Financial Advisors | On: January 9, 2020 | Category: Financial Planning, Retirement Savings |

Steps to Take in Your 20s and 30s to Prepare for Retirement

According to the National Institute on Retirement Security, 66 percent of working millennials have nothing saved for retirement. Crushing student loans, part-time jobs (and therefore no access to a company retirement plan), and layoffs are just some of the factors preventing millennials from saving for retirement.

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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):