Harris Financial Group, Inc.

Your future deserves the same care. A quick check-in can bring more clarity and organization to your long‑term financial plans, and we are here to help.

U.S. equities moved higher last week as easing geopolitical tensions and lower energy prices helped steady the market. Fixed income was mixed, with longer-term yields dipping as inflation concerns eased, while strong consumer activity and the Fed’s steady stance remain key themes to watch. Read this week’s market perspective to learn more.

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How Much You Need To Retire Comfortably in All 50 States, Based on Your Social Security Check For a one-person household, Social Security can make a big difference in how much savings it takes to retire comfortably.

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!

Today we honor Juneteenth — celebrating freedom, resilience, and the enduring contributions of Black Americans. Wishing you a reflective and joyful .

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long-term plans.

With IPO activity picking up and valuations reaching eye-catching levels, it’s worth taking a closer look at what’s driving the current market environment—and what may already be priced in. This quick read from Daken Vanderburg, Chief Investment Officer MassMutual Wealth Management, explores the risks and realities behind today’s IPO surge. If you have questions about how this could connect to your broader strategy, let’s talk.

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Last week, U.S. equities posted modest gains, overcoming early volatility tied to shifting rate expectations and geopolitical news. Treasury yields eased as lower energy prices helped temper inflation concerns, while mixed economic data kept investors cautious but selectively optimistic. For more insights, check out this week's market perspective.

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Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit into your plan, I can walk you through the details. Let's connect.

Why Your Bank Savings Rate Is So Low—and How to Fix It Big‑name banks often pay far less than the national average on savings. Here’s why, how that affects retirees, and a simple framework for getting more from your cash.