LPL Financial and Harris Wealth Management has received the authorization to continue to operate our physical location at this time but we are only taking appointments only no walk ins.
Our staff is in the office during our normal business hours and ensuring the safety of our clients as we continue to service your needs.
If you are needing any assistance on anything at all, we ask that you contact our office to make the necessary arrangements.
We will be in the office Monday thru Thursday from 8:30 am until 5:00 pm and Fridays from 8:30 am until 4:00 pm.
#breastcancerawarnessmonth
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
Concerned about the social impact of your investments?
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Investing with Your Heart
https://www.thrillist.com/news/nation/national-coffee-day-deals-2020-free-coffee
THRILLIST.COM
Everywhere You Can Get Free Coffee Today for National Coffee Day
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
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Budgeting After a Divorce
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Click Here for Special Pre-Election Preview..... https://www.youtube.com/watch?v=w6VLVJs9AgU&feature=emb_err_woyt
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Special Pre-Election Preview
On October 8th, National Pierogi Day recognizes an international dish that is a type of dumpling.
Pierogi is the plural form of the rarely used Polish word pierog. In English, we spell pierogi several ways, including perogi and pierogy. However you choose to spell it, these dumplings of unleavened dough bring a delicious meal to the table. The semicircular dough is often stuffed with savory fillings before being boiled. After boiling them, cooks will either bake or fry the dumplings in butter to finish cooking them.
Pierogi Combinations:
mashed potato filling
potato and cheese
potato and onion
cheese
cabbage
sauerkraut
ground meat
mushroom
spinach or fruit.
Other pierogi servings include melted butter, sour cream, fried bacon crumbles, sauteed mushrooms, and onions and/or green onion. The dessert variety, those filled with a fruit filling, can be enjoyed topped with applesauce, maple syrup, chocolate sauce and/or whipped cream.
There are other similar types of dumpling-like dishes in other ethnic cuisines.
The Eastern European immigrants popularized pierogi in the United States. At first, immigrants served pierogi to only their families. However, ethnic restaurants also served pierogi. After World War II, ethnic churches sold pierogi as a staple fundraiser. By the 1960s, grocery stores marketed pierogi for the frozen food aisles in many parts of the United States. In fact, grocery stores still sell them today.
While many eat pierogi as a main dish in other countries, Americans typically consider them a side dish.
Pierogi Tid Bits
The Pittsburgh Pirates hold a pierogi race at every home game. Six pierogi costume-wearing runners (Potato Pete, Jalapeño Hannah, Cheese Chester, Sauerkraut Saul, Oliver Onion, and Bacon Burt) race to the finish line between innings.
Whiting, Indiana celebrates an annual Pierogi Fest each July.
Glendon, Alberta, Canada, is home to a 6000-pound pierogi standing 25 feet tall and is made of sturdy fiberglass and steel. Piercing the giant pierogi, built-in 1991, is an equally giant fork.
HOW TO OBSERVE #NationalPierogiDay
While preparing dinner, make some pierogi. Then, invite some friends for pierogi. It is a delicious way to celebrate with both savory and dessert pierogi. Ask guests to bring their favorite fillings and create a buffet.
Have some pierogi and use #NationalPierogiDay to post on social media.
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
Don't procrastinate: pursue your financial goals by creating a long-term strategy.
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The Cost of Procrastination
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
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Understanding the SECURE Act
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
Harris Wealth Management, a financial investment firm, located in McMurray, PA, is currently seeking a qualified Marketing & Client Service Specialist. This position will work closely with our executive staff to create and implement comprehensive policies and programs related to financial investment marketing, communication and advertising as well as key roles in our client services department. This position will also cross-train with our office manager to be able to perform financial investment tasks and duties as needed. We are seeking a qualified candidate with at least 2 years of marketing experience and someone that is willing to learn the duties of investment procedures. Financial Investment experience is preferred but not required for consideration. Interested candidates should email a cover letter, resume and references.to assistant.receptionistjob@gmail.com
HARRIS WEALTH MANAGEMENT
Marketing & Client Service Specialist
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
What do you need to know in the face of post COVID-19 volatility?
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Pullbacks, Corrections, and Bear Markets
How much do you know about stocks?
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How Stocks Work
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
When considering a record keeping system for your business, you need to ask yourself some very important questions
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Keeping Good Records is Good Business
How many credit cards do you have?
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Spotting Credit Trouble
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
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A Look at Whole Life Insurance
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
Does your business have a retirement strategy that fits your short, long-term needs?
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Choosing a Retirement Plan that Fits Your Business
𝓐𝓼 𝔀𝓮 𝓬𝓸𝓷𝓽𝓲𝓷𝓾𝓮 𝓽𝓸 𝓯𝓪𝓬𝓮 𝓽𝓱𝓮𝓼𝓮 𝓾𝓷𝓬𝓮𝓻𝓽𝓪𝓲𝓷 𝓽𝓲𝓶𝓮𝓼, 𝔀𝓮 𝓱𝓮𝓻𝓮 𝓪𝓽 𝓗𝓪𝓻𝓻𝓲𝓼 𝓦𝓮𝓪𝓵𝓽𝓱 𝓜𝓪𝓷𝓪𝓰𝓮𝓶𝓮𝓷𝓽 𝔀𝓪𝓷𝓽 𝔂𝓸𝓾 𝓽𝓸 𝓴𝓷𝓸𝔀 𝓽𝓱𝓪𝓽 𝔀𝓮 𝓪𝓻𝓮 𝓼𝓽𝓲𝓵𝓵 𝓱𝓮𝓻𝓮 𝓯𝓸𝓻 𝔂𝓸𝓾 𝓪𝓼 𝔀𝓮 𝓱𝓪𝓿𝓮 𝓫𝓮𝓮𝓷 𝓸𝓿𝓮𝓻 𝓽𝓱𝓮𝓼𝓮 𝓵𝓪𝓼𝓽 𝓼𝓮𝓿𝓮𝓻𝓪𝓵 𝓶𝓸𝓷𝓽𝓱𝓼. 𝓔𝓯𝓯𝓮𝓬𝓽𝓲𝓿𝓮 𝓲𝓶𝓶𝓮𝓭𝓲𝓪𝓽𝓮𝓵𝔂, 𝔀𝓮 𝓪𝓻𝓮 𝓬𝓾𝓻𝓻𝓮𝓷𝓽𝓵𝔂 𝓸𝓷𝓵𝔂 𝓭𝓸𝓲𝓷𝓰 𝓪𝓬𝓬𝓸𝓾𝓷𝓽 𝓻𝓮𝓿𝓲𝓮𝔀𝓼 𝓫𝔂 𝓹𝓱𝓸𝓷𝓮 𝓸𝓻 𝓩𝓞𝓞𝓜 𝓶𝓮𝓮𝓽𝓲𝓷𝓰𝓼. 𝓘𝓯 𝔂𝓸𝓾 𝓷𝓮𝓮𝓭 𝓽𝓸 𝓼𝓮𝓮 𝓸𝓷𝓮 𝓸𝓯 𝓸𝓾𝓻 𝓼𝓽𝓪𝓯𝓯 𝓲𝓷 𝓹𝓮𝓻𝓼𝓸𝓷, 𝔂𝓸𝓾 𝓶𝓾𝓼𝓽 𝓬𝓪𝓵𝓵 𝓽𝓱𝓮 𝓸𝓯𝓯𝓲𝓬𝓮 𝓪𝓷𝓭 𝓼𝓮𝓽 𝓾𝓹 𝓪𝓷 𝓪𝓹𝓹𝓸𝓲𝓷𝓽𝓶𝓮𝓷𝓽 𝓭𝓾𝓻𝓲𝓷𝓰 𝓸𝓾𝓻 𝓷𝓸𝓻𝓶𝓪𝓵 𝓫𝓾𝓼𝓲𝓷𝓮𝓼𝓼 𝓱𝓸𝓾𝓻𝓼 𝓪𝓼 𝔀𝓮 𝓪𝓻𝓮 𝓷𝓸𝓽 𝓪𝓫𝓵𝓮 𝓽𝓸 𝓽𝓪𝓴𝓮 𝔀𝓪𝓵𝓴-𝓲𝓷𝓼 𝓪𝓽 𝓽𝓱𝓲𝓼 𝓽𝓲𝓶𝓮. 𝓣𝓱𝓪𝓷𝓴 𝔂𝓸𝓾 𝓯𝓸𝓻 𝔂𝓸𝓾𝓻 𝓾𝓷𝓭𝓮𝓻𝓼𝓽𝓪𝓷𝓭𝓲𝓷𝓰 𝓪𝓷𝓭 𝔀𝓮 𝓪𝓻𝓮 𝓪𝓵𝓵 𝓲𝓷 𝓽𝓱𝓲𝓼 𝓽𝓸𝓰𝓮𝓽𝓱𝓮𝓻!
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
Our office will be closed Thursday, November 26th and will remain closed until Monday, November 30th at 8:30 am. Harris Wealth Management would like to wish you all a happy and healthy Thanksgiving!
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Happy Holidays from Harris Wealth Management. Here are our office closings for the upcoming holidays:
12/24/2020 Christmas Eve - CLOSED
12/5/2020 Christmas Day - CLOSED
12/31/2020 New Year's Eve - CLOSED
1/1/2021 New Year's Day - CLOSED
Learn how #insurance #deductibles work, and how they can help you save money.
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How Insurance Deductibles Work
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
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Errors and Omissions Insurance
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
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Should You Invest in Exchange Traded Funds?
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
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An Overview of Renter’s Insurance
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
Happy New Year from Harris Wealth Management
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
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Directors and Officers Liability Insurance
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Contribution limits, phase outs, distribution rules: learn how to speak the language of retirement.
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Traditional vs. Roth IRA
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
College Countdown: A parent’s guide on how to prepare during high school.
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Countdown to College
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Do you know what your #insurance needs are, when you’re married, with children?
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Insurance Needs Assessment: Married With Children
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
We would like to take this time to congratulate our office manager, Jamie Blayney, on 10 years of excellent service here at Harris Wealth Management.
Jamie continues to be an integral part of our team with providing executive administrative support, client relations, tax preparation, new account opening, and account transactions, among many other important roles in our office.
Even with her busy schedule here at the office, she continues to be a volunteer with Hello Bully, a non-profit dedicated to the American Pit Bull Terrier and specifically, survivors of dogfighting.
If you see Jamie today, give her a huge thank you for all she does and we look forward to many more years of her with us here at Harris Wealth Management.
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
Want to leave a posthumous message to your loved ones? A letter of instruction may be the perfect tool.
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Put It in a Letter
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
We all here at Harris Wealth Management love our Chocolate Cake! So go ahead and splurge today on a little bigger piece for dessert!
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
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Encore Careers: Push Your Boundaries
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
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Prescription Drug Benefits Under Medicare (Part D)
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on Wall Street
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on Wall Street
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
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Questions to Ask About Medicare
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
What do you need to know in the face of post COVID-19 volatility?
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Pullbacks, Corrections, and Bear Markets
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
What charitable organizations do you support? Have you considered strategies other than writing checks?
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Trends in Charitable Giving
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
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Questions to Ask About Medicare
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Silver Sneakers 101
What do you need to know in the face of post COVID-19 volatility?
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Pullbacks, Corrections, and Bear Markets
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
There are ways to protect your business in the event of your death or the death of a partner.
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Insuring Your Business With a Buy/Sell Agreement
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
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Understanding the SECURE Act
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
