At Harris Financial Services, Inc., we understand that individuals, families, and businesses face unique challenges in navigating retirement planning, investments, debt, taxes, estate, inheritance, legacy and continuity planning, and many other issues surrounding the financial aspects of life.
Our goal is to forge our wisdom and experience into practical strategies that are individually tailored for your needs as a client. Financial matters are only one piece of a whole and healthy life, but their success or failure is felt throughout. It is our desire that your life is improved in numerous areas because of your decision to work with us. We firmly believe knowledgeable investors are best-equipped to make wise decisions, and we strive to teach and share wisdom to clients (and their families) at all ages.
Please contact us to learn more about our services and how we might serve you. There is no cost to speak with our team and we are happy to review your current portfolio or plan. We look forward to hearing from you!
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
For many, retirement includes contributing their time and talents to an organization in need.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
It's important to make sure your retirement strategy anticipates health-care expenses.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The tax rules that govern donating art are complex and confusing. Take a closer look.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
With alternative investments, it’s critical to sort through the complexity.