Understanding...Sandwich Generation

By: Harris Financial Advisors | On: August 8, 2018 | Category: Financial Planning, Women |

Understanding the Unique Financial Needs of the Sandwich Generation

Baby Boomers, Gen Xers, and Millennials all have one thing in common – we love to talk about the joys and trials of our own generations. The social proof is all over the media. However, there’s a whole generation of people that deserve equal time in the spotlight, and they have commonalities that span gender, race, socioeconomic status and sometimes age. We’re talking about the Sandwich Generation.

Finding Financial Balance After Divorce

By: Harris Financial Advisors | On: June 27, 2018 | Category: Financial Planning, Women |

Finding Financial Balance After Divorce

After going through a major life event like divorce, it may be challenging to get your bearings at first, especially in the money department. However, with proper planning and execution, you can start a new financial life and discover what works for you post-divorce. Here are some tips to help you take control of your finances and financial outlook.

College Grads Graduation Confetti

By: Harris Financial Advisors | On: June 13, 2018 | Category: Financial Planning |

College Grads, Learn to Crush Your Money Game

You’ve graduated. Now what? The idea of life after college can be daunting, but also exciting! So many possibilities await you. It’s time to take everything you learned and put it to work (literally) and find a place where you can thrive and gain real-world knowledge while bringing home a steady paycheck. Once you have an income stream going, understanding how to manage the ebb and flow of it will be your next big task. The good news is that the rules for managing money are straightforward. Let’s learn to crush your money game.

Financial Advisor Man writing on forms

By: Harris Financial Advisors | On: May 15, 2018 | Category: Financial Planning |

What Does It Mean to Be a Fiduciary?

There is one term that you absolutely need to know when working with a financial advisor—“fiduciary.” It’s one of the most important words out there within the context of financial advice and right at the top with other “sacred” investment tenets like diversification, the law of compounding and investing for the long-term. Unfortunately, many investors don’t understand it well enough, putting their financial well-being at risk. That shouldn’t be you. Here’s what you need to know about what it means to be a fiduciary.

By: Harris Financial Advisors | On: March 7, 2018 | Category: Financial Planning |

Contemplating Exiting Your Business?
5 Steps to Take Right Now

If the succession or sale of your business is on the horizon, there are many steps to be taken before venturing down this road. You’ll need to tailor your strategy and financial approach to your unique needs and goals to ensure a successful transition. Here are some ideas to get you started.