770-941-6154 844-776-8616 info@HarrisAdvisorsGroup.com Serving DE, GA, MD, NC, NJ, PA, SC & VA Nonprofit Transamerica Institute and TCRS spotlight the importance of the new legislation The SECURE 2.0 Act of 2022, a result of extensive bipartisan collaboration, represents a major…
770-941-6154 844-776-8616 info@HarrisAdvisorsGroup.com Serving DE, GA, MD, NC, NJ, PA & VA As many of you know, Medicare is complicated. Many Medicare mistakes occur on a regular basis. Avoiding these mistakes ensures that you’ll have far fewer challenges in getting…
770-941-6154 844-776-8616 info@HarrisAdvisorsGroup.com Serving DE, GA, MD, NC, NJ, PA & VA Higher taxes could follow in the wake of soaring government spending on pandemic relief measures — a likelihood that shines a new light on the tax advantages of…
770-941-6154 844-776-8616 info@HarrisAdvisorsGroup.com Serving DE, GA, MD, NC, NJ, PA & VA With approximately 94% of American workers covered by Social Security and 65 million people currently receiving benefits, keeping Social Security healthy is a major concern.1 Social Security isn’t…
770-941-6154 844-776-8616 info@HarrisAdvisorsGroup.com Serving DE, GA, MD, NC, NJ, PA & VA A 2021 Gallup poll found that only 46% of U.S. adults have a will — similar to the results of other Gallup polls over the last 30 years.…
770-941-6154 844-776-8616 info@HarrisAdvisorsGroup.com Serving DE, GA, MD, NC, NJ, PA & VA When thinking about life insurance, you might focus on the death benefit that can be used for income replacement, business continuation, and estate preservation. But life insurance policies…
770-941-6154 844-776-8616 info@HarrisAdvisorsGroup.com Serving DE, GA, MD, NC, NJ, PA & VA People ordinarily buy property and casualty insurance to protect their possessions (houses, cars, and furniture) and life insurance to provide income for their survivors. However, many people don’t…
770-941-6154 844-776-8616 info@HarrisAdvisorsGroup.com Serving DE, GA, MD, NC, NJ, PA & VA The federal income tax filing deadline for individuals is generally Monday, April 18, 2022 (Tuesday, April 19, 2022, if you live in Maine or Massachusetts). Need more time?…
On April 28, 2021, the White House released a fact sheet for President Biden's American Families Plan (AFP), which proposes about $1 trillion in investments and $800 billion in tax cuts. There would also be tax increases for those making…
Despite the economic shock of the coronavirus pandemic, American workers and retirees remain largely optimistic about their financial prospects for retirement. In its annual Retirement Confidence Survey conducted in January 2021, the Employee Benefit Research Institute (EBRI) found that 80%…