by Bill Harris, CFP, RMA | Nov 8, 2023 | Curve Ball Planning, Estate Planning, Family, Financial Planning, Investing
Retirement planning tends to focus primarily on the dreams and visions of how those after-paycheck years will be enjoyed – but it also needs to consider how to prepare for caregiving and the possible need for long-term care. Kyla and Jack sat quietly at the dinner...
by Bill Harris, CFP, RMA | Oct 17, 2023 | Curve Ball Planning, Financial Planning, Widow
Every marriage or emotional partnership will eventually face some of life’s various curve balls. How each event is dealt with depends on the unique nature of the relationship between the two people and the degree of formal and informal preparation. Some events...
by Bill Harris, CFP, RMA | Aug 17, 2023 | Curve Ball Planning, Financial Planning, Retirement
Retirement planning for couples is not all that different from planning for individuals – it just takes infinitely more communication. Combining two sets of goals, retirement dreams, financial behaviors and discipline can make for powerful motivation if successful –...
by Bill Harris, CFP, RMA | Jul 15, 2023 | Curve Ball Planning, Financial Planning
If the COVID-19 pandemic taught us anything, it’s that we’re all much more vulnerable than we imagined. People of all ages were affected, not just seniors – as we saw with strong, young athletes in prime health. Among our friends and family, we witnessed...
by Bill Harris, CFP, RMA | Jun 12, 2023 | Family
Summer definitely conjures up images of sitting under a beach umbrella or shade tree, with time to read those books we put on our “must-read” lists. If you don’t have a list – or risk having more time than books — I’ve sorted through my...