Financial Planning

a financial advisor meeting with a client

Wealth Management: 10 Strategies for Business Owners, Entrepreneurs, and Startup Founders

In this guide, we provide 10 wealth management strategies for business owners and startup founders to aim to secure their financial future.

a real estate agent handing over the keys to a new homeowner

First-Time Homebuyer Guide: Financial Planning Tips and Tax Benefits of Buying a House

Buying a home is a big decision. In this article, we guide you through the home-buying process, funding your down payment, creating a homeowner's budget, and the various tax breaks you may qualify for after buying a house.

young parents calculating and managing family budget while sitting at table with laptop at home

Financial and Tax Planning: A 10-Point Checklist for New Parents and Families

Starting and raising a family is no small task. In this guide, we give you a checklist to help map out your financial life.

a client meeting with a financial advisor

How to Find a Financial Advisor for Entrepreneurs

In this guide, we explore 10 ways a financial advisor can help an entrepreneur or small business owner create a strong business and personal financial plan. Plus, learn how to find an advisor that meets your needs.

business man using a laptop and a notepad at a desk

A Tax Guide for VC, Private Equity, and Angel Investors

Whether you’re in venture capital, private equity, or angel investing, it's important to understand the tax implications of your investment income. From carried interest to K-1 forms and QSBS, there are many nuances to be aware of. In this guide, we'll break down some of the key tax considerations for private investors, and how Harness can help.

clients meeting with a financial advisor

How Much Does a Financial Advisor Cost? (Updated for 2024)

Financial advisory services come with varying fees and structures. This detailed guide provides current insights into the average costs and fee arrangements of financial advisors in 2024.

How to Incorporate Real Estate into Your Personal Financial Plan

From first-time home buying to managing investment properties, learn how to effectively integrate real estate into your personal financial planning.

What is a Financial Plan, and How Do I Make One?

Discover the blueprint for creating a successful personal financial plan, and the distinct roles that wealth managers and financial planners play in the process. Harness the power of informed decision-making with Harness.

Is Financial Advising Worth It? The Return On Investment (ROI) of Professional Investment Management

Is Wealth Management Worth It? The ROI of Working With a Financial Advisor

Discover the tangible and intangible returns on investment (ROI) of professional wealth management in our comprehensive guide. We delve into case studies, market challenges, and the unique benefits a financial advisor brings to the table, aiding you in understanding if wealth management is worth the cost.

The importance of idle funds in a personal finance strategy

Maximizing Your Idle Cash: Strategies for Personal Finance Management

Discover the full potential of your idle cash with personalized financial management strategies. Dive into the world of high-yield accounts, fixed-income investments, and more.