by Paula Harris | Dec 12, 2022 | Financial Planning, Investing
When I was a teenager, I would spend our summers at our family’s beach house. I would be up early to lay claim to my favorite spot on the beach spending hours reading, walking, talking, swimming, and napping. Lunchtime was spent watching All My Children then...
by Bill Harris, CFP, RMA | Dec 8, 2022 | Financial Planning, Investing, IRAs
The year 2022 stands apart from others as the culmination of so many disruptive changes and trends. From the pandemic’s seesaw effect on our personal lives to the market’s volatile reactions. From unfamiliar inflation to supply chain failures. From two opposing...
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 | Oct 10, 2022 | Financial Planning, Investing
In the investment field, there are two primary parties who are able to offer investment advice to individuals. These parties are investment advisors and investment brokers who work for broker-dealers. Many consumers may consider the investment advice they receive from...
by Bill Harris, CFP, RMA | Oct 6, 2022 | Financial Planning, Medicare, Social Security
When President Biden signed the Inflation Reduction Act of 2022, the press touted how it would “improve the lives of millions of older Americans” by lowering the cost of prescription drugs. (It is also expected to lower what the government spends on medications.) The...
by Bill Harris, CFP, RMA | Aug 16, 2022 | Financial Planning, IRAs, Retirement
IRAs and 401(k)s, as well as 403(b)s and 457s, are among the preferred ways to save for retirement. In the past, if you inherited part of a family fortune (regardless of size) through tax-advantaged accounts, you could stretch your spending over your expected...
