Exciting changes in retirement planning for 2025, driven by the SECURE 2.0 Act, offer new opportunities—like “super” catch-up contributions—for individuals nearing retirement to save more.
If you’re turning 65 in 2025, you’re eligible for Medicare and should consider your options carefully, as timely enrollment can prevent costly penalties, while factors…
Beaird Harris has been ranked as #5 out of 52 firms in Financial Planning’s list of Best RIAs to Work for.
The IRS’s detailed review of ERC claims uncovers significant risks, leading to a continued moratorium, slow processing of lower-risk claims, and a call for filers…
It’s natural for investors to look for a connection between who wins the White House and which way stocks will go.
Beaird Harris is thrilled to announce that we have been ranked as No. 32 in CNBC’s annual list of “Top 100 Financial Advisory Firms of…
As you consider your year-end charitable giving strategies – whether you want to support your favorite qualified charity or make an annual gift to your…
A Revocable Living Trust offers flexible estate planning benefits, including tax-efficient wealth transfer, enhanced control over asset distribution, protection from creditors, and privacy by avoiding…
Beaird Harris recognized in among the nation’s top 500 CPA firms by Inside Public Accounting.
Beaird Harris has been ranked as one of Financial Advisor Magazine’s 2024 America’s Top RIAs!
In times of high inflation, managing lifestyle creep is crucial to maintaining financial stability and achieving long-term financial goals.
Whether you’ve been investing for decades or are just getting started, at some point you’ll likely ask yourself some fundamental questions. The 10 listed here…
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