Blog

Involving Family with Philanthropy

Whether your family decides to give back through volunteering, philanthropy, or some combination, your charitable plans will affect your financial plan as well. Learn more.

Navigating life’s transitions by rewriting your story

If you feel like your story has lost some of its most important plot threads, use this three-step method to find a new happy ending.

Supporting widows on Father’s Day

Whether a woman is newly widowed or lost their spouse years ago, days like Father's Day are rife with complicated and difficult emotions. How can you support them?

Smart retirement: in pursuit of tax-free income

Keeping taxable income low has benefits beyond just minimizing your tax burden and making Roth conversions attractive. It can also affect the “combined income” calculation that determines how much of your Social Security benefits are taxable.

How to use your HSA account as a retirement medical fund

Whether HSAs are used to cover unplanned medical expenses in pre-retirement or the medical costs that come with aging, they provide a double benefit: not only are they valuable as an emergency medical fund, but the value is compounded by being tax-advantaged.

Where are your bankers when you need them?

Some people simply want to juggle assets in the face of inconvenient external factors. And that juggling may require some bridge money to minimize damage.

Playing "catch-up" the safe way

IRS rules around retirement savings favor those who are over 50. Contributions above the normal limits are referred to as “catch-up” contributions.

A widow’s dream team: widowhood shouldn’t be a solo venture

It’s unlikely that anyone in that group can fill one of the most cherished roles of the one you lost: that of a trusted guide. As a widow, you need a dream team of people “who have your back.”

Get ready for ‘whatever’

Could ignoring financial resolutions lead to a richer life?

Where is mom's money?

In case you ever have to step in temporarily, will you be able to assist your elderly parent with their finances?

Is a Roth IRA conversion right for you

In this video, Bill Harris walks you through how to think about if a Roth conversion is right for you.

The ultimate gift to loved ones

Someone will have to enter our private space and deal with the details of our life after we pass. And the most loving thing we can do is provide all the information and documentation in writing, so all doubt is removed, and let them know where to find the information.