Paul Harris

Financial Advice with candor, competence and goodwill.

   
 
I help people...

Create and grow wealth,

Protect and preserve their life savings, and

Distribute their life savings in the most tax advantageous manner possible, both during retirement and to their heirs.
 Paul S. Harris 
One Sarasota Tower
Wealth Management  -  Financial Planning
Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

Managing Volatility with a Bond Ladder

One way to help manage interest-rate risk and cash flow from bonds is to construct a bond ladder.

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

When It Comes to IRAs, Know Your Limits

In recent years, IRAs have become the single largest vehicle for retirement savings in the United States.

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