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This blog is a culmination of thoughts by Jason Harris, Financial Advisor CEPA CPFA. I understand for most people financial conversations can be very dry and boring. I try to keep things simple, make it easy for anyone to understand as well as talk about relevant topics that I see from having conversations with my own clients. I believe we need to have more transparency, more conversations around taxes, investments, financial literacy and make money conversations more common among individuals and families. I hope you enjoy my blog and share any topics you would love to know more about.

Tuesday, August 26, 2025

Since the Great Depression 30-year mortgage have become the norm for Americans but do people really understand what they are paying? Is it right for me? What do the numbers say? Evaluate your options before signing your finances away.

Tuesday, October 15, 2024

Navigating Taxes and Retirement for Entrepreneurs & Business Owners As a sole business owner, the journey towards retirement can seem like a complex puzzle, especially when it comes to managing your finances.