by Bill Harris, CFP, RMA | Aug 13, 2020 | Financial Planning, Curve Ball Planning, Money mindset, Retirement
If you’re like me, watching with concern as my retired parents grapple with how to stay safe in this environment, the last thing you want loved ones to do is have to worry even more than usual about money and the security of their future. The coronavirus has created a...
by Paula Harris | Jul 26, 2020 | Curve Ball Planning, Financial Planning, Money mindset, Retirement, Social Security, Webinars, Widow
“Social Security is the single most important, yet highly misunderstood, source of income for most retirees.” ~Marcia Mantell Recently Social Security maven Marcia Mantell and WH Cornerstone held a special webinar presentation: What Widows Need to...
by Bill Harris, CFP, RMA | Jul 21, 2020 | Curve Ball Planning, Financial Planning
Gayle woke up, looked out at a beautiful early-summer sky and thought, “Great, I think I’ll go pick Mom up in a little while. We can drive to the waterfront and get lobster roll at Wood’s Seafood And we can be back long before it gets crowded out there.” For a moment,...
by Bill Harris, CFP, RMA | Jul 2, 2020 | Financial Planning, Retirement
William Martin was a patternmaker in Boston. He was also my grandfather. Patternmakers were woodworkers with the precise skills of a carpenter, a woodcarver, a lathe operator, and an artist. Before computer-aided design software, cast iron objects were first made from...
by Paula Harris | Jun 29, 2020 | Retirement, Curve Ball Planning, Financial Planning, Money mindset
The Coronavirus pandemic has introduced challenges and obstacles none of us have faced before, personally or professionally. It has created hardships across the globe, and social distancing isolates us all from family, friends, and colleagues. We have all had to...
by Bill Harris, CFP, RMA | Jun 12, 2020 | Financial Planning, Retirement
The corona crisis has likely taken a bite out of your portfolio, whether it’s your tax-advantaged retirement accounts or your investments. From its all-time high near 29,570 in February to the 25,000s in May, the Dow Jones Industrial Average has fallen by 15%....
