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Financial Blog

An older man relaxing and laying down in an inner tube on relaxing water.
Roger Harris | Mar 25, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
Read More
Two people having a picnic by a lake
Roger Harris | Mar 18, 2024

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More
Elderly woman doing yoga in a park
Roger Harris | Mar 11, 2024

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Two men sitting at a table and having a conversation
Roger Harris | Mar 4, 2024

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
Mother and child working on a laptop together
Roger Harris | Feb 26, 2024

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
Read More
Two yellow balloons with smiley faces on them
Roger Harris | Feb 19, 2024

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Read More
A brain surrounded by circles representing brain waves
Roger Harris | Feb 12, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

Read More
Image of an American flag, with a person looking out of them similar to window blinds.
Roger Harris | Feb 5, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
A teenager holding a yellow and blue longboard talking to her friend
Roger Harris | Jan 29, 2024

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Read More
Person holding jar of coins with a 'savings' label
Roger Harris | Jan 22, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
Read More
Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Roger Harris | Jan 15, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More
A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Roger Harris | Jan 8, 2024

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More

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Greenwood Village CO 80111

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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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