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...
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...
