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Financial Blog

Roger Harris | Sep 25, 2023

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Roger Harris | Sep 18, 2023

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
Roger Harris | Sep 11, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Roger Harris | Sep 4, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Roger Harris | Aug 28, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best
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Roger Harris | Aug 21, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Roger Harris | Aug 14, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Roger Harris | Aug 7, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Roger Harris | Jul 31, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
Roger Harris | Jul 24, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Roger Harris | Jul 17, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Roger Harris | Jul 11, 2023

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
Read More

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Securities offered through Kestra Investment Services, LLC (Kestra IS),  Member FINRA/SIPC. Investment Advisory Services offered through R. Kent Harris & Associates, LTD. Kestra Investment Services, LLC is not affiliated with R. Kent Harris & Associates, LTD. Securities offered in the following states: AR, AZ, CO, FL, GA, IL, KS, MA, MO, NE, NV, OK, RI, SC, and TX.  Kestra Investment Services, LLC does not provide legal or tax advice.  Please consult with your tax or legal advisor regarding your personal situation.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Investment Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Investment Services, LLC Compliance department at 512-697-6000. Investor Disclosure: https://bit.ly/KF-Disclosures

Five Star Disclosure

To receive the Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,158 Denver area wealth managers were considered for the award; 206 (10% of candidates) were named 2021 Five Star Wealth Managers. 2020: 2,172 considered, 213 winners: 2019: 2,146 considered, 262 winners; 2018: 2,255 considered, 267 winners; 2017: 1,716 considered, 287 winners; 2016: 1,552 considered, 515 winners; 2015: 3,008 considered, 517 winners; 2014: 4,385 considered, 528 winners; 2013: 2,083 considered, 607 winners; 2012: 1,965 considered, 611 winners.

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