by Bill Harris, CFP, RMA | Apr 13, 2020 | Curve Ball Planning, Estate Planning, Financial Planning
The coronavirus pandemic is bringing everyone’s vulnerability into sharp focus, especially if you don’t have a living will or health care proxy. Yes, the risk of hospitalization is higher for people over a certain age and those with ‘comorbidities.’ (That’s a...
by Bill Harris, CFP, RMA | Mar 9, 2020 | Estate Planning, Financial Planning, Widow
Sally stood in the cluttered Boston living room. Everywhere she looked, her eyes rested on another exotic piece of sculpture or art. And each one had a story. Her Aunt Elisabeth had shared some of them over long dinners, each paired with the perfect wine. But others...
by Bill Harris, CFP, RMA | Jan 31, 2020 | Estate Planning, Financial Planning, Investing, Retirement
While no one was watching – right before Christmas – Congress folded an essential piece of legislation into a must-sign funding bill. It was the SECURE Act (or the ‘Setting Every Community Up for Retirement Enhancement’ Act) of 2019. Its employer-related provisions...
by Bill Harris, CFP, RMA | Jan 1, 2020 | Estate Planning, Financial Planning, Investing, Money Mindset, Taxes
The best way to start and end a year is with clarity. Lisa sat in her favorite chair. Outside the window, winter had spread its mantle of snow over the trees and on the old wooden bird feeder. She was grateful for her hot cup of tea and for the security she had now...
by Paula Harris | Dec 10, 2019 | Curve Ball Planning, Estate Planning, Financial Planning, Money Mindset, Taxes, Widow
If life throws you a curve ball, would you be ready? Start the new year with sound financial and personal health. This workshop, hosted by Paula, will give you the steps for thinking through leaving your legacy and the resources you need to secure the future. Let this...
by Bill Harris, CFP, RMA | Sep 29, 2019 | Estate Planning, Financial Planning, Investing, Taxes, Widow
There are ways to rein in the additional impact of the Widow’s Penalty on the survivor’s finances. For couples, planning for this now is essential. The phone rang, and Barbara saw her tax accountant’s name pop up. She had worked closely with him after Jim died and he...
