by Bill Harris, CFP, RMA | Mar 5, 2023 | Financial Planning, Investing
No one likes change, but chances are you may be forced to make a change with your financial planner at some point in time. Forty-six percent of financial advisors are over age 55. The Certified Financial Planner Board of Standards Inc., which includes 94,968 CFP®...
by Bill Harris, CFP, RMA | Feb 2, 2023 | Financial Planning, Social Security, Taxes
For more than a year, the Senate and the House of Representatives discussed issues that needed to be addressed as a follow-up to the SECURE Act of 2019 – including many small fixes to make retirement saving easier. Despite having bipartisan agreement, the bill...
by Bill Harris, CFP, RMA | Jan 23, 2023 | Uncategorized
The technology to go paperless has been around for decades, but it’s one of the applications that has been the slowest to adopt. It doesn’t matter if it’s a mistrust of the technology or the inability to give up the comfort of holding paper in your...
by Bill Harris, CFP, RMA | Dec 8, 2022 | Financial Planning, Investing, IRAs
The year 2022 stands apart from others as the culmination of so many disruptive changes and trends. From the pandemic’s seesaw effect on our personal lives to the market’s volatile reactions. From unfamiliar inflation to supply chain failures. From two opposing...
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....
