by Bill Harris, CFP, RMA | Dec 28, 2021 | Financial Planning, IRAs, Taxes
The Biden Administration tax package did not pass before Congress went on the holiday break so it’s unlikely to affect your 2021 tax return. However, December 31 is the deadline for most of the steps you can take to lower your tax liabilities. So let’s...
by Bill Harris, CFP, RMA | Nov 16, 2021 | Retirement, Curve Ball Planning, Financial Planning
If you ever need long term care, will you be ready? For some, long-term care promises to be a rude awakening. Few people think they will ever need any form of long-term care, whether in assisted living or a nursing home. But the actual figure is closer to 70 percent...
by Bill Harris, CFP, RMA | Sep 20, 2021 | Financial Planning, Retirement
It may already feel normal to walk into a store and see the “Help Wanted” sign on the door. Or you may have gone to your favorite restaurant one evening and found it closed, with an apologetic “Sorry, we couldn’t open tonight for lack of staff” note pasted somewhere....
by Bill Harris, CFP, RMA | Aug 4, 2021 | Financial Planning, Taxes
In times of trouble, the first thing you will hear from many Americans is, “How can I help?” By nature, they’re some of the most generous contributors among developed nations if you measure household giving as a percentage of GDP. The response to the consequences of...
by Bill Harris, CFP, RMA | May 13, 2021 | Investing, Money Mindset
You may remember visiting a stock broker with your parents as a child. The ground-floor office had large glass windows that gave out onto the street. The black lettering on the windows had gold edges that sparkled when the sun hit them. Inside, a nice secretary sat at...
