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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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
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Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
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.