Keep learning with our latest content.

Should You Take a Loan or Pay from Savings?

Tommi Harris 10/10/25 Tommi Harris 10/10/25

Should You Take a Loan or Pay from Savings?

Read More

The Rusting Boat: Why Letting Too Much Cash Sit Idle Could Be Costing You.

Tommi Harris 10/10/25 Tommi Harris 10/10/25

The Rusting Boat: Why Letting Too Much Cash Sit Idle Could Be Costing You.

Read More

Inflation, Tariffs, and Your Portfolio: Staying the Course

Tommi Harris 9/10/25 Tommi Harris 9/10/25

Inflation, Tariffs, and Your Portfolio: Staying the Course

Investment Guidance

Read More

Open Enrollment Isn’t Just About Health Insurance: It’s Time to Rethink Your Retirement Tax Strategy

Tommi Harris 9/10/25 Tommi Harris 9/10/25

Open Enrollment Isn’t Just About Health Insurance: It’s Time to Rethink Your Retirement Tax Strategy

Read More

Medicare changes with the Inflation Reduction Act

Tommi Harris 9/8/25 Tommi Harris 9/8/25

Medicare changes with the Inflation Reduction Act

Read More

Financing College Education: Which Route is Best for You?

Tommi Harris 8/13/25 Tommi Harris 8/13/25

Financing College Education: Which Route is Best for You?

Read More

Helping Without Hurting: How to Support Your Adult Children Without Jeopardizing Your Financial Future

Tommi Harris 8/13/25 Tommi Harris 8/13/25

Helping Without Hurting: How to Support Your Adult Children Without Jeopardizing Your Financial Future

Read More

Gold and Cryptocurrency: The Spice in Your Investment Recipe

Tommi Harris 7/15/25 Tommi Harris 7/15/25

Gold and Cryptocurrency: The Spice in Your Investment Recipe

Gold & Crypto

Read More

Keys, Roommates, or Rent-Free? A Real Talk on Housing Decisions for Gen Z and Gen Alpha.

Tommi Harris 6/12/25 Tommi Harris 6/12/25

Keys, Roommates, or Rent-Free? A Real Talk on Housing Decisions for Gen Z and Gen Alpha.

Read More

From the Bleachers to the Balance Sheet: Making Travel Sports Work for Your Family and Your Future.

Tommi Harris 6/9/25 Tommi Harris 6/9/25

From the Bleachers to the Balance Sheet: Making Travel Sports Work for Your Family and Your Future.

Cash Management

Read More

What’s Next? Rediscovering Purpose Well in Retirement.

Tommi Harris 6/5/25 Tommi Harris 6/5/25

What’s Next? Rediscovering Purpose Well in Retirement.

Retirement Planning

Read More

Your Wealth, Your Legacy: The Planning That Matters Most.

Tommi Harris 5/12/25 Tommi Harris 5/12/25

Your Wealth, Your Legacy: The Planning That Matters Most.

Estate Planning

Read More

Legacy Over Luxury: What Successful Families Really Want To Know About Investment Planning.

Tommi Harris 5/12/25 Tommi Harris 5/12/25

Legacy Over Luxury: What Successful Families Really Want To Know About Investment Planning.

Investment Planning

Read More

Protecting your Wealth: Steps to Prevent Fraud and Account Compromise

Tommi Harris 5/9/25 Tommi Harris 5/9/25

Protecting your Wealth: Steps to Prevent Fraud and Account Compromise

Cyber Security

Read More

The Power of Multiple Income Streams: Why Investing Should Be Part of Your Strategy.

Tommi Harris 4/10/25 Tommi Harris 4/10/25

The Power of Multiple Income Streams: Why Investing Should Be Part of Your Strategy.

Investment Planning

Read More

What You Need to Know About RSUs: A Guide to Smarter Financial Planning

Tommi Harris 3/10/25 Tommi Harris 3/10/25

What You Need to Know About RSUs: A Guide to Smarter Financial Planning

Investment Planning

Read More

Safeguard Your Inheritance: How Financial Guidance Can Prevent a Six-Month Burnout.

Tommi Harris 2/11/25 Tommi Harris 2/11/25

Safeguard Your Inheritance: How Financial Guidance Can Prevent a Six-Month Burnout.

Investment Planning

Read More

Preparing Your Finances for a New Administration- And Keeping Emotions at Bay.

Tommi Harris 2/11/25 Tommi Harris 2/11/25

Preparing Your Finances for a New Administration- And Keeping Emotions at Bay.

Behavioral Finance

Read More

The 4% Rule:  A Guideline for Investment Withdrawals in Retirement.

Tommi Harris 1/14/25 Tommi Harris 1/14/25

The 4% Rule: A Guideline for Investment Withdrawals in Retirement.

Retirement Planning

Read More

When to consider getting a Financial Advisor.

Tommi Harris 1/1/25 Tommi Harris 1/1/25

When to consider getting a Financial Advisor.

Financial Advisor

Read More