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Blog

Financial Planning
Roger Harris | Jun 29, 2021

Suggestions for Long-Term Financial Health

Finance
Savings
Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics. But like anything else, the
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Finance
Roger Harris | Jun 26, 2021

AICPA Highlights 5 Recent Personal Finance Trends

Finance
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
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Diverse colors of candy.
Roger Harris | Jun 24, 2021

Why Diversifying Your Portfolio is Important

Investments
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also
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Roger Harris | Jun 22, 2021

Why Should I Think About Retirement Planning?

Retirement

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in

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Mother and daughter cooking and laughing
Roger Harris | Jun 19, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Finance
Roger Harris | Jun 17, 2021

Avoiding Bad Financial Decisions

Finance
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when
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Savings
Roger Harris | Jun 15, 2021

Getting the most out of a 529 Savings Plan

Savings

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster

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Stock
Roger Harris | Jun 12, 2021

Why Do People Invest in Stocks?

Investments

If you’re still unsure about investing in stocks or have questions on how buying stocks actually works, here are a few quick questions and answers about the

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Finding the Right Financial Advisor
Roger Harris | Jun 10, 2021

Finding the Right Financial Advisor

Finance

If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo

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stock
Roger Harris | Jun 8, 2021

How to Create a Financial Plan

Finance

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you

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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Roger Harris | Jun 5, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Stock Writing
Roger Harris | Jun 3, 2021

Why Financial Literacy is Important

Education
Finance
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions
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The Council of Financial Educators is an IRS approved 501(c)(3) non profit organization that is committed to providing the public with the knowledge to confidently navigate the ever-changing retirement landscape. Understanding that millions of people have financial questions, as well as a unique set of circumstances and retirement needs, we offer educational classes and resources to the public to address these needs.

 

 

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