Marriage-Financial Union-rings on definition-Harris Financial Advisors

By: Harris Financial Advisors | On: June 25, 2019 | Category: Financial Planning |

Marriage: discussing the state of your financial union

Financial planning can be a tense topic for many married couples, but these steps¹ will make your conversations about money more productive and beneficial for both of you.

Retirement Planning Phases-Harris Financial Advisors

By: Harris Financial Advisors | On: June 18, 2019 | Category: Retirement Savings |

The 3 Phases of Retirement Planning

Taking stock of your finances before or during retirement can produce anxiety regardless of how prepared you are. For over 25 years, we have helped individuals and families transition out of careers and into their next phase of life.

FinancialChallenges-CourtHouse-Harris Financial Advisors

By: Harris Financial Advisors | On: June 11, 2019 | Category: Financial Planning |

Attorneys: make the case for your own financial plan

Multiple factors influence how practicing lawyers approach investments and retirement planning. At Harris Financial Advisors, we offer strategic advice that addresses the unique risk profiles of attorneys.

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