by Bill Harris, CFP, RMA | Nov 8, 2023 | Curve Ball Planning, Estate Planning, Family, Financial Planning, Investing
Retirement planning tends to focus primarily on the dreams and visions of how those after-paycheck years will be enjoyed – but it also needs to consider how to prepare for caregiving and the possible need for long-term care. Kyla and Jack sat quietly at the dinner...
by Bill Harris, CFP, RMA | Jun 12, 2023 | Family
Summer definitely conjures up images of sitting under a beach umbrella or shade tree, with time to read those books we put on our “must-read” lists. If you don’t have a list – or risk having more time than books — I’ve sorted through my...
by Bill Harris, CFP, RMA | May 22, 2023 | Financial Planning, Curve Ball Planning, Family
Changes in society have led to changes in the caregiver role. The extended family – where several generations lived near one another – used to provide a built-in caregiving structure. But today, that structure is rare. Far more often, children scatter and raise...
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 | 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 | Aug 25, 2022 | Family
In addition to improving your family’s Return on Life, writing your family’s guiding principles can be a fun activity that aligns everyone to shared values and goals. To create guiding principles that inspire and endure, follow these four steps. 1. Gather...
