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Harrison Wolfe

Harrison Wolfe, our Associate Advisor, develops financial plans and delivers advice for clients across the firm.

5 Ways to Protect Your Parents From Elder Abuse

Nobody likes to think of their parents getting older and needing assistance, but it’s a reality many of us face. An important part of caring for your parents as they age is identifying and protecting them from elder financial abuse. Baby boomers and...

The New Year Is Coming. 4 Considerations for Retirement Plan Sponsors

With the New Year upon us, it’s time for retirement plan sponsors to think about the year ahead. For employers and businesses, this means thinking about the future of their company and their employees. Here are four things every plan sponsor should...

Open Enrollment Begins November 1st. Consider These 4 Tips For Choosing a Health Insurance Plan

Open enrollment (the annual period where you can enroll in major medical health insurance plans), begins November 1, 2020 and will remain open for 45 days, or until December 15. For someone looking to change or add coverage, this offers a short...

In 2020, The World Went Virtual. But Should Your Financial Planner Still Live in Your Area?

In early 2020, governments around the globe took drastic measures to slow the spread of Covid-19. As a result, we saw a major shift in the way we work, interact with others and go about our daily lives. While working with an advisor virtually is...

Retiring as a Couple: Important Factors to Consider

Retirement can often feel like a reward at the end of the finish line. You’ve worked hard for years, saved diligently and now you’re ready to relax, travel or take up some new hobbies. But if you have a significant other, it’s important to approach...

4 Ways to Reach Your Financial Goals