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...
by Bill Harris, CFP, RMA | Jun 27, 2022 | Family
Life is finally getting back to some version of “normal.” After being housebound for far too long, people are jumping at the chance to take vacations and staycations. And those are ideal times to feed our minds with good reads. My love for fly fishing was a major...
by Bill Harris, CFP, RMA | Jun 2, 2022 | Divorce, Family, Financial Planning, Widow
The “Sandwich Generation” has nothing to do with when you were born. It simply means that you’re providing support to two generations: your aging parents and your children. Here we’re looking specifically at the financial implications of providing such support. Before...
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 Paula Harris | Oct 15, 2021 | Family, Rise Up Community, Webinars
Families are our lifeblood. They are the nature and nurture that influence who we become. They inform our values and opinions and give us roots. And they are complicated. As our families evolve, so do our roles. We are daughters, sisters, cousins, and aunts, spouses...
