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Financial Blog

Woman in a suit holding a piece of paper. She is in an office setting.
Roger Harris | Jun 17, 2024

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Roger Harris | Jun 10, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

Read More
An exit sign in a modern office building
Roger Harris | Jun 3, 2024

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More
Image of a sailboat sailing on a lake, with cloudy weather above.
Roger Harris | May 27, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
Read More
A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Roger Harris | May 20, 2024

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
Read More
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Roger Harris | May 13, 2024

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Roger Harris | May 6, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

Read More
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Roger Harris | Apr 29, 2024

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Older couple embracing on a boat overlooking a body of water
Roger Harris | Apr 22, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
Read More
Professionally dressed man and woman looking at a tablet
Roger Harris | Apr 15, 2024

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Watercolor style picture of 5 carrots sprouting from the ground.
Roger Harris | Apr 8, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
Read More
Hands holding a small wrapped present
Roger Harris | Apr 1, 2024

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More

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Suite 320
Greenwood Village CO 80111

Contact Info

E: roger@rkentharris.com
P: 303-698-7772

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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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