by Bill Harris, CFP, RMA | Jul 25, 2020 | Summer Reads, WH Cornerstone Blog
This is no ordinary summer. In an ordinary summer, I’d be following a lifelong pattern: life would slow down as days got longer. Instead, our schedules were rudely altered a few months ago by a pandemic, and we’ve all had to reshuffle what we did, when, and how, we...
by Bill Harris, CFP, RMA | Jul 21, 2020 | Curve Ball Planning, Financial Planning
Gayle woke up, looked out at a beautiful early-summer sky and thought, “Great, I think I’ll go pick Mom up in a little while. We can drive to the waterfront and get lobster roll at Wood’s Seafood And we can be back long before it gets crowded out there.” For a moment,...
by Bill Harris, CFP, RMA | Jul 2, 2020 | Financial Planning, Retirement
William Martin was a patternmaker in Boston. He was also my grandfather. Patternmakers were woodworkers with the precise skills of a carpenter, a woodcarver, a lathe operator, and an artist. Before computer-aided design software, cast iron objects were first made from...
by Bill Harris, CFP, RMA | Jun 12, 2020 | Financial Planning, Retirement
The corona crisis has likely taken a bite out of your portfolio, whether it’s your tax-advantaged retirement accounts or your investments. From its all-time high near 29,570 in February to the 25,000s in May, the Dow Jones Industrial Average has fallen by 15%....
by Bill Harris, CFP, RMA | Jun 10, 2020 | Financial Planning, Curve Ball Planning, Retirement, Taxes
Coronavirus has taught us one thing: no one is exempt from facing a medical issue. While older people may have graver consequences, a virus can affect virtually anyone. Hence, the universal need for an emergency medical fund. We may be witnessing a weakening of...
