Withdrawing money in retirement: Timing matters
March 13, 2022
Living off your nest egg is simple enough in theory: Switch to a portfolio focused on income and begin to withdraw your …
Category: Retirement
Social Security benefits: What you need to know
February 20, 2022
Jamie Cox
Social Security, along with Medicare, is one of the most common government benefits offered in the US. And yet, many people don’t …
How to get the most out of your pension
September 20, 2021
Defined benefit plans, like pensions, can be a big help in retirement. But it’s important you’re strategic about how you use them. …
Understanding Roth conversions
July 15, 2021
Jamie Cox
Roth conversions can be an incredibly useful tool going into retirement, and we’re always on the lookout for times that a Roth …
Rebalancing, the Harris Financial Group way
June 23, 2021
Jamie Cox
How you combine assets in a portfolio is one of the most important tools advisors have to help clients reach their goals. …
RMD Rules Suspended for 2020
March 27, 2020
The CARES Act changes suspends Required Minimum Distributions for 2020.
Google Launches COVID-19 Site
March 27, 2020
Google's COVID-19 website prioritizes real information over speculation.
BIG Lump Sum Pension Changes on the Horizon!
November 14, 2013
If your lump sum pension is valued using the Pension Protection Act (PPA) rate, we’re concerned that big reductions are on the …