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

Charting Your Financial Future as Newlyweds

Personal finances are one of those things that we grow up not talking about because it can feel tacky, uncomfortable, confusing, or all of the above. However, once you are married, it’s essential that you and your spouse get on the same page about money.

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By: Harris Financial Advisors | On: November 26, 2019 | Category: Estate Planning, Financial Planning |

Planning for the Inevitable (Part 2): Steps to Take After the Death of a Loved One

This is the second blog post of a two-part series on “Planning for the Inevitable.” Part 1 can be found here.

The loss of a loved one is emotionally devastating on many levels. The best defense against uncertainty and stress is to lean on existing family and social and professional relationships for support.

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

Planning for the Inevitable (Part 1): 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):

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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.