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Latest Articles

Retirement

  • Caring for Aging Parents
  • How Retirement Spending Changes With Time
  • How Women Can Prepare For Retirement
  • FIRE Retirement
  • Women on the Rise
  • Downsizing in Retirement: Is it Right for You?

Estate

  • And the Executor Is
  • 3 Estate Challenges for Blended Families
  • Trends in Charitable Giving
  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Estate Management Checklist
  • A Brief History of Estate Taxes

Investment

  • How Stocks Work
  • Estimating the Cost of College
  • Pullbacks, Corrections, and Bear Markets
  • How to Invest in LGBTQ+ Friendly Companies
  • The Anatomy of an Index
  • How to Stay Ahead of Financial Scams

Tax

  • How Income Taxes Work
  • How to Make the Tax Code Work for You
  • Five Most Overlooked Tax Deductions
  • Understanding Marginal Income Tax Brackets
  • Tax & Estate Strategies for Married LGBTQ+ Couples
  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?

Money

  • Life and Death of a Twenty Dollar Bill
  • Countering Counterfeit Currency
  • Weighing the Benefits of Prepaid Debit Cards
  • Your Emergency Fund: How Much Is Enough?
  • U.S. Personal Savings Rate
  • The Lowdown on Those Free Credit Scores

Lifestyle

  • Good Health is Good Business
  • Raising Healthy Children
  • Prevent a Rift: Money Tips for Newlyweds
  • Financial Aid for Students 101
  • Retiring Wild: National Parks and You
  • Personal Finance Tips for Military Families
  • Pickleball in Retirement
  • Fixed or Variable Mortgage, Which Should You Pick?
 

Contact

Office: 303.985.7654

Fax: 303.985.7653

7112 West Jefferson Avenue

Suite 107

Lakewood, CO 80235

Melony@htwmpc.com

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Harris Tax & Wealth Management 7112 West Jefferson Avenue, Suite 107, Lakewood, CO 80235 | P 303.985.7654

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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. General accounting, tax preparation, and payroll processing services offered by Harris Tax & Wealth Management, PC are separate and unrelated to Commonwealth.

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