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From the Desk of Eugene W. Harris
www.HarrisWealthManagement.com has been created in order to provide you with easy access to convenient and up-to-date information concerning your investments and Eugene W. Harris & Company. I hope that the information provided will help you learn more about Eugene W. Harris & Company and your own financial needs and goals.
FOR IMMEDIATE RELEASE
Eugene W. Harris & William F. Giaquinto Jr. Earn PLANSPONSOR Retirement Professional Designation
North Haven, CT – Eugene W. Harris & William F. Giaquinto Jr. have been awarded the PLANSPONSOR Retirement Professional (PRP) TM designation from the PLANSPONSOR Institute, the education arm of PLANSPONSOR, the nation’s leading resource for pension- and benefits-related news, information, and tools.
"The retirement security of millions of Americans depends on employer-sponsored savings programs, and most of these programs today rely on the skills and presence of a financial adviser," notes Nevin Adams, Editor-in-Chief of PLANSPONSOR and PLANSPONSOR.com and Dean of the PLANSPONSOR Institute. "This designation sets a new industry benchmark for measuring retirement plan sales and service expertise.”
Eugene Harris & William Giaquinto, who are Registered Principals at Eugene Harris & Co. – Wealth Management in North Haven, CT, currently work with a number of pension plans, specializing in employee education. As PRP designees, they will be listed along with other leading retirement plan advisers at www.plansponsor.com/prp, and will also receive an automatic nomination for PLANSPONSOR’s Retirement Plan Adviser of the Year. more...
QUARTERLY NEWSLETTER
Each quarter I will post a fresh newsletter concerning important investment topics. The purpose of the newletters is to keep you abreast of the latest wealth management changes and trends. This quarter, the focus is on preparing for the increasing costs of higher education in a way that is customized to fit your financial goals.
PREPARING FOR THE INCREASING COSTS OF HIGHER EDUCATION
The cost of higher education is currently outpacing inflation. The College Board estimates college costs grew at a rate of 9.8 percent at four-year public colleges and universities and at an average of 5.7 percent at private four-year colleges and universities for the 2004-2005 school year. At the current rate of college inflation, parents of newborns can expect average 4-year college expenses ranging from $115,396 for (on-campus) public colleges to $221,562 for (on-campus) private colleges.
With the escalating cost of higher education, it becomes critical to plan ahead in order to send your children to the college of their choice. There are several options available to help fund your child’s college expenses. Three options include 529 Plans, Educational IRAs and Custodial Accounts, which can be established to help prepare families for the increasing cost of higher education.
more...
Investment News
Wall St. Journal - http://online.wsj.com
Business Week - http://www.businessweek.com
Business New Haven - http://www.conntact.com
Forbes - http://www.forbes.com
Bloomberg News - http://www.bloomberg.com
MSNBC - http://www.msnbc.msn.com
Securities and Advisory Services offered through registered representatives of Jefferson Pilot Securities Corporation Registered Broker/Dealer, Member FINRA SIPC Eugene W. Harris & Co. and Jefferson Pilot Securities Corporation are not affiliated. |
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Contact Information
250 State Street
Sturbridge Commons
Unit B-1
North Haven, CT 06473
P: 203-281-2934
TF:866-801-9307
F:203-281-6768
E:info@harriswealthmanagement.com
www.harriswealthmanagement.com
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