The Harris Group

It’s National Financial Planning Month! In honor of the occasion, set aside time to check on your top financial goal and see if you’re on track. Then let’s set up a meeting to discuss.

Happy first day of fall, some of Rob's favorite things about fall are football, bonfires and Halloween spooks! What are some of yours?

Which of your financial goals are you most excited about?

The Harris Group is proud to welcome a new AFA to our team, Matt Engstrom. We look forward to seeing all you accomplish with us over the years to come.

Planning can turn future dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help you achieve them.

Fun Fact: The first Labor day holiday was actually celebrated on a Tuesday!

Our office will be closed Monday September 5th for Labor Day.
If you need anything please reach out to our home office at 800-862-7919.
Otherwise we will get back to you right away Tuesday!

Our office will be closed Monday September 5th for Labor Day.
If you need anything please reach out to our home office at 800-862-7919.
Otherwise we will get back to you right away Tuesday!

We had such a great time last week sponsoring the Kevin Symens Golf Classic and S.A.V.E! It is such an honor to spend time supporting our clients, friends, and community.

We will be out of office today sponsoring a local charitable event. If you have any urgent needs please call our home office at 800-862-7919 otherwise we will get back to you right away Monday. Thank you!

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

August 8 is , commemorating the establishment of the U.S. monetary system. Fun fact: the average dollar spends six years in circulation.

Ongoing volatility can feel unsettling – even for the most experienced investors. As you continue to stay the course with your personalized financial plan, we can partner and help you make informed decisions.

A job change is an ideal time to pause and review your broader financial picture. Let’s connect and evaluate your options.

In challenging market environments, we can help you navigate your short-term financial needs while remaining focus on your long-term goals.

Happy Independence Day! How will you celebrate this Fourth of July?

Summer is finally here! What are your favorite summer activities? How are you and your family kicking off the season?

Allanah has been playing lots of fetch so far this month!

Photo: Liddy & George (Allanah's dogs)

Wishing all the dads a Happy Father’s Day!

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

An investment in a child’s education is an investment in their future. What’s next for the graduate in your life?

Yesterday morning we had the privilege of going to our local Feed My Starving Children for National Day of Service and pack meals for children in third world countries! We all had so much fun coming together with the community to help others in need!

Our office will be closed Monday May 30th for Memorial Day! We hope you all have a fun and safe holiday weekend! -The Harris Group

Planning can turn dreams into realities. Let’s talk about what’s most important to you and set up financial goals to help you achieve them.

Buying a house or other property is one of the biggest investments you’ll ever make. If you’re looking to make a move, let’s connect.

Taxes in Retirement: How All 50 States Tax Retirees | Kiplinger

Where do you plan to live in retirement? See how your tax burden may vary from state to state.

Taxes in Retirement: How All 50 States Tax Retirees | Kiplinger We rated every state, plus the District of Columbia, on how retirees are taxed. Some of the results might surprise you.

We received an update from the phone company that it is an issue on their end and they are working to fix it but our phones will most likely be down for the rest of the day. Again we apologize and please reach out via email if you need anything! -The Harris Group

We are currently experiencing some issues with our phone lines and are not receiving any phone calls at this time. Please email us if needed, we apologize for the inconvenience and are working to get it fixed! -The Harris Group

It’s National Retirement Planning Week! What’s one goal you look forward to in retirement?

Together, we can help you stay focused on achieving your long-term goals – no matter what the short-term might bring.

Thank you all for your generous donations to our food drive! We were one of the largest donations so far this year! Everyone at ACBC is very grateful and so are we!!!

Setting financial goals helps you take control of your future and protect what’s most important to you.

We just want to share our progress so far and extend our thanks to everyone who has brought in a donation so far! Our Food Drive in partnership with Anoka County Brotherhood Council runs through March 31st! Feel free to drop donations by our office anytime between 7:00 AM - 4:00 PM Monday-Friday! Thanks 😀

Retirees: Go Ahead and Spend More in the Go-Go Years | Kiplinger

We talk a lot about return on investment. But what about return on time? In retirement, making the most of your time may be as important as making the most of your money.

Retirees: Go Ahead and Spend More in the Go-Go Years | Kiplinger To have a happy, successful retirement, you need to do more than maximize your return on investment, you need to maximize your return on time.

How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.

March is Women’s History Month – a celebration of the contributions women have made to history, culture and society.

Investing in Stocks and Bonds

Stocks and bonds: What’s the optimal mix? Together, we can create a personalized investment portfolio based on your goals, time horizon and investment risk tolerance.

Investing in Stocks and Bonds Learn about the benefits and risks of investing in stocks and bonds.

Retirees often make one big mistake with bonds. Here's what to avoid

Bonds may take on a bigger role in retirement, as investors look to hedge against a sharp decline in stocks. Here’s what retirees should watch for.

Retirees often make one big mistake with bonds. Here's what to avoid Half or more of a retiree's investments may be in bonds. Yet many investors are taking far too much risk, according to financial advisors.

Taking care of your financial future takes time and maintenance. Together, we can review your portfolio and adjust as needed.

Understanding retirement accounts

An employer-sponsored retirement plan may be the foundation to your retirement savings, but you’ll likely need more than one type of retirement account. Let’s meet and discuss your options.

Understanding retirement accounts Learn about a variety of retirement accounts including employer-sponsored plans with employee contributions, pre-tax vs. Roth deferrals, employer-funded plans, individual retirement accounts (IRAs) and more.

Achieving goals can take careful planning. What actions are you taking today to reach your goals for the future?

Beneficiary review

Choosing and maintaining the appropriate beneficiaries for your retirement accounts is an important part of legacy planning. Together, we can review your accounts to ensure they align with your estate plans.

Beneficiary review Picking the right beneficiaries ensures that you can leave the legacy you want for your loved ones. This guide can help you make more informed decisions.