by Bill Harris, CFP, RMA | Nov 10, 2022 | Financial Planning, Estate Planning, Family
It’s hard enough to lose a loved one. But it’s even more challenging when the loss is compounded by having to deal with messy estate issues in a time of grief. An invaluable gift you can offer your heirs is to make that process as easy as possible....
by Bill Harris, CFP, RMA | Oct 6, 2022 | Financial Planning, Medicare, Social Security
When President Biden signed the Inflation Reduction Act of 2022, the press touted how it would “improve the lives of millions of older Americans” by lowering the cost of prescription drugs. (It is also expected to lower what the government spends on medications.) The...
by Bill Harris, CFP, RMA | Sep 8, 2022 | Widow
We each have a general image of what widowhood looks like – before it happens to us. Maybe that image came from when your favorite grandmother lost her beloved husband of 47 years. Or from a girlfriend whose young husband didn’t come back from the war in the Middle...
by Bill Harris, CFP, RMA | Aug 16, 2022 | Financial Planning, IRAs, Retirement
IRAs and 401(k)s, as well as 403(b)s and 457s, are among the preferred ways to save for retirement. In the past, if you inherited part of a family fortune (regardless of size) through tax-advantaged accounts, you could stretch your spending over your expected...
by Bill Harris, CFP, RMA | Jun 27, 2022 | Family
Life is finally getting back to some version of “normal.” After being housebound for far too long, people are jumping at the chance to take vacations and staycations. And those are ideal times to feed our minds with good reads. My love for fly fishing was a major...
