Harris Financial-HandlinganInheritance-Family at dinner table

By: Harris Financial Advisors | On: March 19, 2020 | Category: Estate Planning, Financial Planning |

How to Handle an Inheritance Responsibly

Receiving an inheritance can come with conflicting emotions: you might be in mourning after losing your loved one, feeling overwhelmed from your sudden windfall of wealth, or worried that you might spend the money too fast or put it in the wrong places.

Coffee Cast - Doing Our Part to Help Prevent Exposure to COVID19 2020 Mar 12

By: Harris Financial Advisors | On: March 13, 2020 | Category: Financial Planning, Retirement Savings |

Doing our part to help prevent exposure to COVID-19

As cases of COVID-19 increase in the U.S. and within California, we are taking precautions with clients, staff members and vendors to help prevent the spread of this virus.  Jon Bacon, CFP®, provides an update on how Harris Financial Advisors is doing our part to help prevent exposure to COVID-19.

Coronavirus Special Update – Part 2

The volatility over the last two weeks has been uncomfortable as equity markets have gyrated in response to the Coronavirus’ potential human and economic impact. Stewart Darrell, CFA, reviews market reactions to past viral outbreaks and provides perspective on the current health challenge.

How the SECURE Act May Impact Your Retirement

Cristin Rigg, CFP®, CDFA™, examines how the SECURE Act will impact the retirement of millions of Americans. The Act went into effect January 1, 2020 and aims to help Americans better prepare for retirement. It is the most sweeping retirement legislation in more than a decade.

E3 - 2020 Looking Forward Image V4

By: Harris Financial Advisors | On: February 21, 2020 | Category: Financial Planning, Market Recap |

2020: Looking Forward

Stewart Darrell, CFA, sets the stage for the rest of 2020 by examining 10 key topics that are currently on the minds of investors. From U.S.-China trade issues, to rising federal debt and the upcoming presidential election, this information is a need to know primer for the rest of 2020.