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...
by Paula Harris | Feb 1, 2021 | Widow
Navigating holidays is challenging as a widow. Now Valentine’s Day is around the corner and as a widow, you may want support. On Sunday, February 14th, join Paula Harris of WH Cornerstone and Rise Up Retreats™ along with author, speaker and coach, Samantha Ruth, for a...
by Bill Harris, CFP, RMA | Jan 31, 2021 | Curve Ball Planning, Financial Planning, Retirement, Social Security, Widow
When it comes to retirement and Social Security, the last thing anyone wants are unpleasant surprises. When couples are planning for retirement they want to feel secure in the knowledge that the surviving spouse will received anticipated retirement benefits. Many...
by Bill Harris, CFP, RMA | Jan 28, 2021 | Curve Ball Planning, Financial Planning
The Covid-19 Relief Bill did not see daylight by Christmas, but it did by the New Year. Unlike the CARES Act of earlier last year, this is not a bill that offers penalty-free access to IRAs or forgives the Required Minimum Distribution (RMD) for seniors for another...
by Bill Harris, CFP, RMA | Jan 14, 2021 | IRAs, Curve Ball Planning, Financial Planning, Money mindset, Retirement, Taxes
Life is precarious. And life is precious. For years we’ve heard people say, “Here today, gone tomorrow.” No matter what our age, it’s one of those flip phrases that are bandied about without thinking of the implications. But recently, it has taken on new relevance....
by Paula Harris | Jan 11, 2021 | Announcements
Joe NeJame is a Duxbury High School Senior and member of the future class of 2025 at Washington University in St. Louis, a medium-sized, private university in Missouri. He plans to double major in Strategic Management and International Relations. During his junior...
by Bill Harris, CFP, RMA | Dec 22, 2020 | Curve Ball Planning, Family, Health and Wellness
Phil sits at the breakfast table, looking out at the mountains he had climbed just last month. Little did he realize then that just a few days later, he’d be clawing his way down his driveway to get help for what he figured was a stroke. His whole left side was...
by Paula Harris | Dec 17, 2020 | Navigating Holidays, Curve Ball Planning, Family, Health and Wellness, Widow
During the holiday season, everywhere you look there are images of joy, togetherness, and family. For widows, regardless of how long ago they lost their spouse, the holidays can be difficult. No matter how many blessings are present in life, the holidays are never the...
by Paula Harris | Dec 15, 2020 | Family, Health and Wellness, Navigating Holidays, Philanthropy
Giving back to your community during the holidays brings people together in the spirit of giving and helping others. Here are some suggestions for ways to spread joy to those in need. Support our frontline heroes Frontline workers such as nurses, doctors, fire...
by Bill Harris, CFP, RMA | Dec 10, 2020 | Family, Employee Benefits, Health and Wellness
Anne thought back to how 2020 started. Everyone so busy being “connected” 24/7 with smartphones and smart-everything. The economy humming, and jobs seeming pretty secure. Then the Covid-19 virus arrived. In what seemed like weeks, everything changed. The...
