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...
by Paula Harris | Apr 23, 2019 | Estate Planning
Paula Harris is participating in… NVNA and Hospice 2019 Estate Planning Seminars You and a guest are invited to: Ask a Professional Michael T. Baker, Principal, Baker Law Group, P.C. Paula Harris, Co-Founder, WH Cornerstone Investments Michelle Hatch, CPA,...
by Bill Harris, CFP, RMA | Apr 8, 2019 | Estate Planning, Financial Planning, Investing
Having a will is rarely enough. Life brings us too many unique situations that would not be resolved by a will. Sometimes we need a more robust framework of documents. And one of the all-stars in that framework is a power of attorney. From the time they married,...
by Bill Harris, CFP, RMA | Feb 8, 2019 | Estate Planning, Financial Planning, Widow
Everyone loves someone. And when you go, wouldn’t you want to know you left that someone in good hands? Trish sat down on the edge of the bed, on Pete’s side. “Never again” thoughts raced through her mind, all the things they had taken for granted that they’d never...
by Bill Harris, CFP, RMA | Jan 30, 2019 | Estate Planning, Financial Planning, Investing, Money Mindset, Retirement
Could ignoring financial resolutions lead to a richer life? The trajectory of our lives is a pretty straight line. Yet any particular day could be the one when everything changes. A new day, a leaf turned – a turn in the straight line. New Year’s is no different....