Harris Financial Group, Inc.

The Safe Way to Cancel a Credit Card Canceling a credit card can raise your credit utilization ratio and reduce the average age of your accounts, both of which may lower your credit score.

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

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Risk is an important factor with any sort of investing, but what do you do when that investment is tied to your retirement? Let’s talk it through and see how modern
retirement tools can help strike a balance between acceptable risk and responsible saving.

Want to Move 529 Account Money to a Roth IRA? There’s a Hitch. A law requires the rollover money to have been in the 529 for at least 15 years. But it isn’t clear what happens if you change the account’s beneficiary.

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

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Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

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Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.

Good habits now can help you work toward financial freedom later. Let's connect.

They grow up so fast, and college arrives quicker than we expect. If you’d like a framework that balances tuition planning with your other goals, we can help you start building.

Markets were mixed last week. An early AI-driven rally faded into a Friday selloff as rising yields and oil prices renewed inflation concerns. The S&P 500 edged higher on solid earnings and economic data, but sentiment weakened late in the week, highlighting a fragile balance between growth optimism and inflation risks. For more insights, check out this week's market perspective.

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