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.

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.

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.