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...
by Paula Harris | May 5, 2021 | Widow, Family
Mother’s Day is a special occasion where we are able to come together and appreciate all that the mothers in our lives have done for us. But for widows, Mother’s Day may be a challenging reminder of what they have lost. Regardless of whether a woman is...
by Bill Harris, CFP, RMA | Dec 22, 2020 | Curve Ball Planning, Family
Phil sits at the breakfast table, looking out at the mountains he had climbed just last month. Little did he realize then that just a few days later, he’d be clawing his way down his driveway to get help for what he figured was a stroke. His whole left side was...
