Estate Planning 101: A Guide for Growing Families

Estate Planning 101: A Guide for Growing Families

Estate Planning 101: A Guide for Growing FamiliesHeath Harris
Published on: 24/04/2025

A practical guide to estate planning for parents—covering guardianship, wills, trusts, taxes, and protecting your family’s future with confidence.

Estate Planning
The New Standard in Retirement Advice: Why More Retirees Are Choosing RIAs

The New Standard in Retirement Advice: Why More Retirees Are Choosing RIAs

The New Standard in Retirement Advice: Why More Retirees Are Choosing RIAsHeath Harris
Published on: 23/04/2025

RIAs offer fiduciary guidance, transparent fees, and personalized retirement planning. Learn how smarter strategy leads to stronger retirement outcomes.

Financial PlanningInvesting Retirement
Health Is Wealth: Why My Financial Firm Talks About Sleep, Steak, and Sunlight

Health Is Wealth: Why My Financial Firm Talks About Sleep, Steak, and Sunlight

Health Is Wealth: Why My Financial Firm Talks About Sleep, Steak, and SunlightHeath Harris
Published on: 16/04/2025

Discover why health is the most overlooked part of wealth planning. In this post, I share my personal approach to wellness, practical habits that actually move the needle, and how your energy, mobility, and clarity can impact your financial future.

Financial PlanningInvesting RetirementEstate Planning
“Cheap” Advice Could Be Costing You More Than You Think

“Cheap” Advice Could Be Costing You More Than You Think

“Cheap” Advice Could Be Costing You More Than You ThinkHeath Harris
Published on: 14/04/2025

Cheap advice from robo-advisors could cost you more than you think. Learn why real planning matters for wealth builders and retirees—and how working with a fiduciary like Compound Advisory can add real value where it counts.

Financial PlanningInvesting tax planningRetirement