by Paula Harris | Jun 15, 2022 | Financial Planning, Philanthropy
You’re working hard, making good money and yet, rather than feeling like a total success, you’re a bit empty inside. There is a way you can feed your soul – by using your financial resources to establish a personal charitable giving strategy. Donor-advised funds...
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 Bill Harris, CFP, RMA | May 11, 2022 | Divorce, Financial Planning, Retirement, Widow
Whether you’ve been single all your life or became single again after a divorce or widowhood, you will likely be making most (if not all) of your retirement planning decisions on your own. It will be up to you to secure your retirement years financially. You’ll need a...
by Bill Harris, CFP, RMA | Mar 22, 2022 | Financial Planning, Retirement
What financial risks are you underestimating in retirement? Like any other phase of life, retirement is not risk-free. While it is seen as our reward for many years of hard work, it still carries exposure to what is happening out in the world. Our concerns tend to...
by Bill Harris, CFP, RMA | Feb 7, 2022 | Financial Planning
The magnificent gift of financial literacy is always a timely gift to give your loved ones or yourself. Millennials and Gen Xers will be inheriting vast amounts of assets over the next 25 years as the Baby Boom Generation reaches the end of its life cycle....
by Bill Harris, CFP, RMA | Dec 28, 2021 | Financial Planning, IRAs, Taxes
The Biden Administration tax package did not pass before Congress went on the holiday break so it’s unlikely to affect your 2021 tax return. However, December 31 is the deadline for most of the steps you can take to lower your tax liabilities. So let’s...
