Coffee Cast - Doing Our Part to Help Prevent Exposure to COVID19 2020 Mar 12

By: Harris Financial Advisors | On: March 13, 2020 | Category: Financial Planning, Retirement Savings |

Doing our part to help prevent exposure to COVID-19

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.

Coronavirus Special Update – Part 2

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.

How the SECURE Act May Impact Your Retirement

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.

Harris Financial Advisors-Young Woman with Graph

By: Harris Financial Advisors | On: January 9, 2020 | Category: Financial Planning, Retirement Savings |

Steps to Take in Your 20s and 30s to Prepare for Retirement

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.

Harris Financial Advisors-Running a Business-Retirement-Man Running 2019 Sep 24

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.