by Bill Harris, CFP, RMA | Apr 27, 2023 | Curve Ball Planning, Estate Planning, Family, Financial Planning, Widow
The older we get, the more likely we’ll find ourselves in the caregiver role. The life event throwing us the curve ball might be close to home – as a spouse starts needing care – or be linked to aging parents, a favorite unmarried cousin or a neighborhood...
by Bill Harris, CFP, RMA | Mar 26, 2023 | Financial Planning, Estate Planning, IRAs, Retirement, Taxes
Americans have several ways they can give to charities, but one, in particular, is growing in popularity among those with income they may not need from their qualified retirement income accounts. It’s called the Qualified Charitable Distribution (QCD), a way to give...
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....
by Paula Harris | Mar 7, 2022 | Widow, Curve Ball Planning, Estate Planning, Family
Lisa walked from room to room of her dad’s house. Books, jackets, fishing poles…it was like he still lived there. Lisa closed her eyes and imagined that when she opened them, she would see her father sitting in his favorite chair watching the History...
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 Paula Harris | Oct 14, 2020 | Curve Ball Planning, Estate Planning, Family, Financial Planning, Widow
Coronavirus has recalibrated retirement planning for older workers. Age, health, and workplace conditions have pushed many seniors to put their well-being ahead of other considerations and retire early. But the pandemic has also added to the normal stress that comes...
