Jun 3, 2020
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.
Jun 3, 2020
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.”
Jun 3, 2020
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.
Apr 20, 2020
In case you ever have to step in temporarily, will you be able to assist your elderly parent with their finances?
Apr 14, 2020
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.
Mar 9, 2020
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.
Dec 23, 2019
The Financial Coach: the Future Financial Adviser?
Read the full article in the Journal of Financial Planning here: The Financial Coach: the Future Financial Adviser?
Dec 12, 2019
Reverse mortgages: Seeing them with different eyes
Reverse mortgages – also known as Home Equity Conversion Mortgages (HECMs) – have had a bad rap for many years.
Dec 12, 2019
AI: Remember, you control your money
You may be gliding happily into all the technological innovations that affect how you handle your money. Or you may not. In any case, the move towards financial technology, or FinTech, is happening relentlessly.
Aug 18, 2018
I wondered if there was something in the water keeping these seniors so youthful and fit. I soon found out there was.
Column 1 Content