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.
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.
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.
According to the National Institute on Retirement Security, 66 percent of working millennials have nothing saved for retirement. Crushing student loans, part-time jobs (and therefore no access to a company retirement plan), and layoffs are just some of the factors preventing millennials from saving for 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.