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.
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.
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.
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.
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.