by Bill Harris, CFP, RMA | Nov 8, 2023 | Curve Ball Planning, Estate Planning, Family, Financial Planning, Investing
Retirement planning tends to focus primarily on the dreams and visions of how those after-paycheck years will be enjoyed – but it also needs to consider how to prepare for caregiving and the possible need for long-term care. Kyla and Jack sat quietly at the dinner...
by Bill Harris, CFP, RMA | Oct 17, 2023 | Curve Ball Planning, Financial Planning, Widow
Every marriage or emotional partnership will eventually face some of life’s various curve balls. How each event is dealt with depends on the unique nature of the relationship between the two people and the degree of formal and informal preparation. Some events...
by Bill Harris, CFP, RMA | Aug 17, 2023 | Curve Ball Planning, Financial Planning, Retirement
Retirement planning for couples is not all that different from planning for individuals – it just takes infinitely more communication. Combining two sets of goals, retirement dreams, financial behaviors and discipline can make for powerful motivation if successful –...
by Bill Harris, CFP, RMA | Jul 15, 2023 | Curve Ball Planning, Financial Planning
If the COVID-19 pandemic taught us anything, it’s that we’re all much more vulnerable than we imagined. People of all ages were affected, not just seniors – as we saw with strong, young athletes in prime health. Among our friends and family, we witnessed...
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...
