by Bill Harris, CFP, RMA | Jan 31, 2021 | Curve Ball Planning, Financial Planning, Retirement, Social Security, Widow
When it comes to retirement and Social Security, the last thing anyone wants are unpleasant surprises. When couples are planning for retirement they want to feel secure in the knowledge that the surviving spouse will received anticipated retirement benefits. Many...
by Bill Harris, CFP, RMA | Jan 28, 2021 | Curve Ball Planning, Financial Planning
The Covid-19 Relief Bill did not see daylight by Christmas, but it did by the New Year. Unlike the CARES Act of earlier last year, this is not a bill that offers penalty-free access to IRAs or forgives the Required Minimum Distribution (RMD) for seniors for another...
by Bill Harris, CFP, RMA | Jan 14, 2021 | IRAs, Curve Ball Planning, Financial Planning, Money Mindset, Retirement, Taxes
Life is precarious. And life is precious. For years we’ve heard people say, “Here today, gone tomorrow.” No matter what our age, it’s one of those flip phrases that are bandied about without thinking of the implications. But recently, it has taken on new relevance....
by Paula Harris | Jan 11, 2021 | Announcements
Joe NeJame is a Duxbury High School Senior and member of the future class of 2025 at Washington University in St. Louis, a medium-sized, private university in Missouri. He plans to double major in Strategic Management and International Relations. During his junior...