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.

By: Harris Financial Advisors | On: February 22, 2018 | Category: Financial Planning, Nonprofit |

Guideposts for Nonprofit Financial Wellness

For nonprofit leaders, managing an investment portfolio to support a charitable organization’s mission is a significant challenge. Proper investment stewardship requires the right blend of heart, dedication and expertise. Assessing whether an organization has the right elements in place for success is critical to ensuring its well-being. Here are three guideposts that are essential to building financial wherewithal within a nonprofit organization:

By: Harris Financial Advisors | On: February 9, 2018 | Category: Financial Planning, Women |

Smart Money Moves Before a Second Marriage that Every Woman Should Consider

Congratulations! You are getting married again. There are probably other things on your mind, but let’s talk finances for a moment. Building the financial cornerstone of your marriage should begin well before you walk down the aisle for the second time. After all, your life is likely more complex than it was the first time around. Here are some concepts and ideas to help you make the right money moves before repeating “I do”.