Blog

Harris Financial was a proud sponsor of the 2023 Great Fish Challenge, hosted by the Whitefish Community Foundation!  This annual fundraiser raises awareness and funds for non-profits all over the Flathead Valley! Not only was...

All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. And asset allocation and diversification alone cannot guarantee a profit or eliminate...

Understanding the difference between taxable, tax-deferred, and tax-exempt accounts can improve portfolio diversification and make a difference in how much you earn over time. But investors may not fully understand how a strategy...

For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you're...

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will,...

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme...

Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation."  While each generation comes with its own array of financial challenges, the sandwich generation often feels...

The sandwich generation is a term commonly used to describe those between the ages of 40 and 59 who are responsible for raising their family and are also often helping their aging parents manage their ongoing needs. Those members of...

For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've...

Philanthropy today is different than it was in the past. It was once common for donors to distribute their wealth through smaller grants to numerous organizations. Over time, best practices for charitable giving have evolved, and...

We held our first annual Harris Financial Family Picnic to say "thank you" to our clients!  It was a fun, free event that was open to all of our clients and their families and everyone enjoyed the start of another beautiful...

Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little...

Many investors still adhere to the old adage—"sell in May and go away"—while others remain fully invested even as the summer heat waves begin. What goes unsaid is that if your asset allocation accurately reflects your risk...

After spending so much of your life saving for retirement, it may be challenging to transition from depositing funds to withdrawing them. You may wonder whether there is any way to maintain your lifestyle and preserve your wealth to...

In May 2023, Harris Financial donated $5,000 to the Family Services Support Fund at Logan Health Children’s Hospital in Kalispell!  This contribution helps provide resources, such as food, clothing and other needed items, to...

529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and...

Setting healthy financial goals is critical. Even more important is staying committed to those financial goals.Keeping yourself committed to your goals may be difficult, especially when times may be financially tough. But by staying on...

Whether you are an employee in corporate America or a small business owner, retirement is a part of life. For many, the thought of retiring and whether or not you are ready to take those first steps might be overwhelming or...

We offered a free dinner and educational evening to our clients and their guests at the beautiful Grouse Mountain Lodge in Whitefish. We answered client questions and identified key themes for the upcoming year over good food, drinks,...

To say "thank you" to our amazing clients, we hosted a free barbecue!  A number of clients and their families joined to celebrate at the Pavilion at Creative Vision. We enjoyed:Free food, drinks, ice cream, and gamesLive...

During this event, we celebrated two wonderful milestones. First, our founder, Rex celebrated 25 years of partnership with LPL Financial, as well as 29 years in the financial services industry. Second, Evan Harris (Rex's oldest son)...

We had a great, fun time hosting 100 of our firm's clients on a two hours Far West Boat Tour cruise on beautiful Flathead Lake. It was a pleasure to see so many people in one place who were smiling, visiting, enjoying the lake views,...

In September 2013, we took a tour to explore the world of Sam & Jean Bibler. From the beautiful gardens to the 19th-century Persian rugs to the extensive collection of Inuit prints and soapstone carvings, we all came away with a sense...