At Harris Financial 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!
Helpful Content
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Debt Stress
There’s a link between debt and stress.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
U.S. Personal Savings Rate
What can be learned from the savings rate?
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Emerging Market Opportunities
What are your options for investing in emerging markets?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.