Stephen L. Harris, a Chartered Financial Consultant and a licensed life, health and disability agent. He is an Investment Adviser Representative with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC, member SIPC, is a full service broker/dealer and Registered Investment Adviser, providing financial planning, investment advice and brokerage services. Founded in 1980, Stephen L. Harris, CLU & Associates directs their focus in providing insurance and related employee benefit plans to small businesses, and Financial Planning Services to individuals and their families.
Newsletters
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Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.