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 | 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...
by Bill Harris, CFP, RMA | Mar 31, 2021 | Divorce, Estate Planning, Financial Planning, Widow
Larry King lived a colorful life. He was married eight times to seven women. He and his most recent wife, Shawn, married in 1997 and had two sons. In 2015, the couple drew up a complete estate plan. In 2019, Larry filed for divorce, but the divorce was not final when...
by Bill Harris, CFP, RMA | Feb 23, 2021 | Financial Planning, IRAs, Money Mindset, Retirement, Taxes
If it’s the end of January, there must be 1099s in your mailbox. And while they come every year, this year has one more complexity because of Coronavirus-Related Distributions (CRDs). So maybe this is the time to do a deeper dive into 1099s. Form 1099 is nothing other...
