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Financial Blog

Woman with graduation cap looking at the sky
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
Ten key accounting calculator on a soft yellow desk
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.
Read More
Man sitting on bench in park
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?
Read More
A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
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
Young woman pouring a drink for an older woman. They are sitting together at a table.
Roger Harris | Jul 11, 2023

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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A man sitting on a bench watching a plane take off
Roger Harris | Jul 10, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
Read More
Two people at work high fiving at a desk
Roger Harris | Jul 3, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
Read More
Two elderly people sitting on a bench looking at the sea
Roger Harris | Jun 26, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
Read More
Grandmother and granddaughter knitting together
Roger Harris | Jun 23, 2023

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
Read More
Focused young woman shopping online on her laptop
Roger Harris | Jun 23, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
A black and white image of a couple laughing
Roger Harris | Jun 23, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
Read More
Toddler standing at the bottom of a stone staircase
Roger Harris | Jun 23, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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.

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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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