More about the author: Harry Sherdil

As a fiduciary financial advisor at an independent firm, Harry strives to offer the same resources, tools, and research as bigger firms while serving new and existing clients' best interests.
Estate Planning With Long-Term Care Coverage For Single Individuals
Estate Planning With Long-Term Care Coverage For Single Individuals
Retirement Planning, Subscription-Based Financial Planning
It’s no surprise that family dynamics are shifting among Americans as lifespans lengthen and half the population chooses to remain single. However, financial priorities remain intact, like realigning your spending habits and budget to combat […]
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Caution! Protect Your Children’s Inheritance With Long-Term Care Protection
Caution! Protect Your Children’s Inheritance With Long-Term Care Protection
Retirement Planning, Subscription-Based Financial Planning
Have you thought about what you will do if your parents or grandparents fall ill, become injured, or need Assisted Living, Skilled Nursing, or Memory Care? Sadly, many families don’t consider this until it’s too […]
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Impulse Buying And It’s Negative Impact On Financial Health
Impulse Buying And It’s Negative Impact On Financial Health
Financial Planning
“Recent industry research shows that impulse buying accounts for between 40% and 80% of purchases.” Picture this- you’re out with your friends at the mall and want to treat yourself. You start making a few […]
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The Importance Of Long-Term Care Planning For Entrepreneurs
The Importance Of Long-Term Care Planning For Entrepreneurs
Retirement Planning, Subscription-Based Financial Planning
As an entrepreneur, you’re likely doing your best to stay focused to fulfill your dream of growing your brand and building your business in an effort to ultimately achieve financial freedom. Perhaps you’re making a […]
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Why Younger Generations Should Consider Long-Term Care Coverage
Why Younger Generations Should Consider Long-Term Care Coverage
Retirement Planning, Subscription-Based Financial Planning
Don’t wait until the tables turn and your children eventually become your caretakers. So how can you plan ahead and ensure this doesn’t happen to you and your family?  Consider long-term care coverage.  When you […]
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Financial Fears and How to Overcome Them
Financial Fears and How to Overcome Them
Financial Planning
It’s that time of year again! The time when ghosts and ghouls come out to play…and so do our financial fears. For many of us, the thought of sitting down and developing a financial plan […]
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Striving For Financial Security – Financial Independence For Millennials
Striving For Financial Security – Financial Independence For Millennials
Financial Planning
Today’s economy can feel complicated and confusing. As an affordable financial advisor in the Bay Area, I understand that achieving financial independence and stability equals an overall feeling of confidence, something most people need and […]
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10 Questions To Ask A Financial Advisor In Volatile Markets
10 Questions To Ask A Financial Advisor In Volatile Markets
Financial Planning
As a financial advisor, I’ve seen clients come in with a wide variety of investment ideas. Some want to play it safe by investing primarily in low-risk bonds, while others want to take on more […]
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How To Potentially Profit From Inflation: 4 Investment Options
How To Potentially Profit From Inflation: 4 Investment Options
Financial Planning, Subscription-Based Financial Planning
Most Americans feel like they’ve been walking through a thick inflation fog with no ability to see beyond the moment. From gas and vehicles to groceries and lumber, you have been feeling the pressure of […]
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Why Millennials And Gen Zers Should Invest In A Roth IRA
Why Millennials And Gen Zers Should Invest In A Roth IRA
Financial Planning
Granted, you may have a 12-second attention span (and there’s no shame in this), but it’s vital to become aware of what you need if you prefer to focus elsewhere. Your financial wellness is one […]
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