Harrison & Associates

Happy Birthday Deanna!!

Great night celebrating the fundraising successes of SDSU Dance Marathon and other donors who support Rady Children's Hospital. Especially proud of my wife, Tierney, who advises the great group of students who raised $321,000 for the kids and families of Rady this past year!

I’m joining I Love A Clean San Diego for their 17th Annual Creek to Bay Clean Up this Saturday, April 27th. Visit creektobay.org to find your local San Diego site to help make a difference. #EarthDay #ILACSD #creektobay #giveback

Help us wish Philip a very happy birthday! #happybirthday #toomuchcake

Clients always share how much they enjoy volunteering in retirement. As a proud supporter of I Love A Clean San Diego, I wanted to highlight the opportunity to join us for the 17th Annual Creek to Bay Clean Up on April 27th. Visit creektobay.org to find your local San Diego site to help make a difference. #NationalRetirementPlanningWeek #ILACSD #creektobay #giveback

Enjoying a midweek sugar rush, because we couldn't wait until Friday. #NationalRetirementPlanningWeek #treatyourself

Are you confident in your retirement plan? Learn how to retire on your own terms - Request a free introductory meeting today. #NationalRetirementPlanningWeek

You are unique, and so are your goals and that’s why we take the time to understand what’s important to you and offer personalized advice.

Awesome article from Morningstar on need to know tax facts and changes for 2018/2019:

If you are a small business owner, learn about the tax-advantaged retirement savings options available to you.

Social Security is a source of income you can’t outlive, so deciding when to file for it is a critical step in retirement planning. Let’s talk about timing your Social Security benefits as part of an overall cash-flow strategy.

For those 70 or older, a qualified charitable distribution from a retirement account could mean a lower tax bill. Talk with your tax advisor to see if this is an option for you.