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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Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
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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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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
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Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
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.