by Paula Harris | Oct 23, 2020 | Health and Wellness, Curve Ball Planning, Family, Money mindset
So many of the problems, from the pandemic to the elections, we’ve faced in 2020 have felt bigger than we are. But are you so wrapped up in big picture challenges that you’re overlooking things in your life that you can control? Taking some purposeful...
by Bill Harris, CFP, RMA | Oct 21, 2020 | Investing, Financial Planning, Money mindset
How much do you really know about the Dow? “The Dow today topped the 29,000 mark!” We hear headlines like that again and again. But what do they mean? Investors often refer to “the Dow” and other indexes, when talking about their investments. They’re like someone’s...
by Bill Harris, CFP, RMA | Oct 16, 2020 | Financial Planning, Investing, Money mindset, Retirement
Qualified charitable distributions (QCDs) are a double-win: They allow individuals to reduce their tax bill and give to qualified charities. If you are someone who has participated in QCDs in the past, you are likely wondering how the recently passed SECURE Act will...
by Paula Harris | Oct 14, 2020 | Curve Ball Planning, Estate Planning, Family, Financial Planning, Widow
Coronavirus has recalibrated retirement planning for older workers. Age, health, and workplace conditions have pushed many seniors to put their well-being ahead of other considerations and retire early. But the pandemic has also added to the normal stress that comes...
by Bill Harris, CFP, RMA | Oct 13, 2020 | Investing, Financial Planning, Money mindset
In the coming weeks we will go through a hyper-partisan presidential election. We keep hearing from clients and prospects that “this time is different”. We disagree. No matter who gets elected, superior companies will continue to grow by acting in their shareholders’...