Broker Check

7112 W Jefferson Avenue
Suite 107
Lakewood, CO 80235

Harris Tax & Wealth Management, PC

(303) 985-7654

 
Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Helpful Content

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

View all videos arrow