Harris Financial-PlanningfortheInevitable-Couple Viewing Coastline

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

Planning for the Inevitable: 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):

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.

Preparing Your Nonprofit..-Gift on Tree 2019 Sep 10

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

Preparing Your Nonprofit for Year-End Giving

Multiple studies show that complex changes in year-end charitable giving behaviors in the United States affected nonprofits during the 2018 giving season. While it remains to be seen what year-end donations to nonprofits will look like in 2019, Harris Financial Advisors (“HFA”) continues to work closely with nonprofit leaders and investment committee members as this year’s giving season approaches.

FinanciallySupportingAdultChildren-Harris Financial Advisors

By: Harris Financial Advisors | On: August 22, 2019 | Category: Financial Planning, Retirement Savings |

Financially Supporting Adult Children Can Threaten Retirement Savings: Cut the Apron Strings

When it comes to family finances, research shows that more than 50% of parents are supporting their adult children in a variety of ways, from paying groceries and cell phone bills to covering insurance and housing costs.

Harris Financial-Csuite Execs-Diversifying Wealth-Man viewing skyscraper

By: Harris Financial Advisors | On: August 9, 2019 | Category: Financial Planning, Investing |

C-Suite Executives: Diversifying Concentrated Wealth

C-suite executives often face challenges in developing long-term investing strategies that suit their unique financial positions. We regularly work with executives to develop forward-thinking strategic investment plans to help manage the specific risk factors that accompany their personal wealth.