Welcome to Harris Wealth Management
Harris Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability for each of our clients.
‘We are committed to providing a road map for our clients that encompasses confident ethical advice, thoughtful planning and quality results. We create and actively maintain customized financial strategies for individuals, families and businesses that address the specific needs, wants and goals of future years and generations. The cornerstone of our business is the personal level of service with ongoing follow-up that we offer coupled with investment and risk management. We work for each client as if they were our own family and strive to build lasting, multi-generational relationships built on trust and superior client service.’
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Good employee health can be great for the company’s bottom line.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
A letter of instruction provides additional and more personal information regarding your estate.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Simple steps may help you foil hackers and protect your privacy.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are three things to consider before dipping into retirement savings to pay for college.
There are hundreds of ETFs available. Should you invest in them?
With alternative investments, it’s critical to sort through the complexity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.