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Latest Articles

Retirement

  • 9 Facts About Retirement
  • Social Security: Maximizing Benefits
  • Who Is Your Trusted Contact?
  • Conquering Retirement Challenges for Women
  • Women on the Rise
  • Choosing a Retirement Plan that Fits Your Business

Estate

  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Estate Management Checklist
  • A Brief History of Estate Taxes
  • How to Talk to Your Kids About Inheritance
  • Protecting Your Assets in Divorce

Investment

  • The Anatomy of an Index
  • A Primer on Dividends
  • A Taxing Story: Capital Gains and Losses
  • Inflation & Your Money
  • How Stocks Work

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?
  • What Is a 1035 Exchange?

Money

  • The Half Million Dollar Baby
  • Buying vs. Leasing a Car
  • How Big is Money?
  • Personal Finance Calendar
  • The Psychology of Money: Why People Make Emotional Decisions

Lifestyle

  • Prevent a Rift: Money Tips for Newlyweds
  • Fixed or Variable Mortgage, Which Should You Pick?
  • Mastering Mobile Lingo
  • Money Draining Food Myths
  • Changing Unhealthy Behaviors
  • The Financial Literacy Crisis
  • Putting a Price Tag On Your Health
  • Do Your Kids Know The Value of a Silver Spoon?
 

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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