A Year-End Review for the Retirement You Want to Live

Jewels Harris and Jackie Selby discuss turning financial resources into a retirement that works in real life. They connect income, taxes and required minimum distributions to a year-end review that leaves room for the goals and experiences you want to enjoy. Call or text 336-907-2322 for a no-cost…

Catch-Up Savings, Social Security and Retirement Tax Decisions

The last years before retirement bring decisions that can affect both your savings and your future paycheck. Jewels Harris and Jackie Selby discuss catch-up contributions, working after claiming Social Security, tax surprises and the risks of holding concentrated company stock. Call 336-907-2322 or…

Lifestyle and Spending Habits Determine Retirement Needs.

In this episode, Jewels Harris of J. Harris Financial discusses the evolving landscape of retirement planning, including the four percent rule, the importance of personalized strategies, and how to effectively manage cash, taxes, and inflation for a secure retirement.  Call Jewels at 336-907-2322 f…

Early Retirement Causes and Planning.

In this episode, Jewels Harris discusses the complexities of retirement planning, Social Security strategies, required minimum distributions, beneficiary designations, and how to prepare for a secure financial future. Learn practical tips to optimize your retirement and avoid costly mistakes.  Call…

Understanding Long-Term Care Costs and Insurance Options.

In this episode, Jewels Harris of J. Harris Financial discusses essential retirement planning strategies, including the role of deferred annuities, long-term care insurance, and the importance of comprehensive financial planning to secure your future.  Call or text Jewels at 336-907-2322.

Spending Hesitation Among Retirees.

In this episode, Jewels Harris discusses key aspects of retirement planning, including spending hesitation, social security strategies, tax considerations, and family legacy planning. Learn how to navigate economic uncertainties and make informed decisions for a secure retirement.  Call him for a n…

The Significance of Early and Ongoing Financial Advice.

In this episode, Jewels Harris discusses the complexities of retirement planning, including social security rules, tax strategies, and the importance of professional advice to ensure a secure and enjoyable retirement.  Call Jewels to get on his schedule!  No cost!  336-907-2322 or CLICK HERE.

Importance of Professional Financial Advice.

In this episode, Jewels Harris discusses critical retirement planning strategies, including the importance of beneficiary designations, using home equity wisely, and the benefits of Roth conversions. Learn how to optimize your financial and estate plans to secure your future.  Call Jewels Harris at…

The significance of early planning and regular reviews.

In this episode, Jewels Harris discusses how to build a resilient retirement plan that can withstand market fluctuations and economic uncertainties. He emphasizes proactive strategies, risk management, and the importance of personalized planning to secure your financial future. Call Jewels at 336-9…

Tax strategies and planning for inherited accounts.

In this episode, Jewels Harris discusses the complexities of inherited IRAs, tax strategies, and how to effectively plan for retirement. Learn about recent legislative changes, risk management, and smart investment diversification to secure your financial future. Call 336-907-2322 for a no-cost con…