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...
by Bill Harris, CFP, RMA | Mar 26, 2023 | Financial Planning, Estate Planning, IRAs, Retirement, Taxes
Americans have several ways they can give to charities, but one, in particular, is growing in popularity among those with income they may not need from their qualified retirement income accounts. It’s called the Qualified Charitable Distribution (QCD), a way to give...
by Bill Harris, CFP, RMA | Mar 5, 2023 | Financial Planning, Investing
No one likes change, but chances are you may be forced to make a change with your financial planner at some point in time. Forty-six percent of financial advisors are over age 55. The Certified Financial Planner Board of Standards Inc., which includes 94,968 CFP®...
by Paula Harris | Feb 13, 2023 | Curve Ball Planning, Financial Planning, Widow
Every once in a while we like to feature a post by a colleague or friend. George Weir was a dear friend who wrote poetry for much of his life, and especially after his wife Hazel passed away. My grin is thin. My laughter is skin deep. Just below the surface Is this...
by Paula Harris | Feb 7, 2023 | Financial Planning, Retirement
A CEO’s network of close advisors, c-suite executives, and stakeholders holds him or her accountable for achieving important goals. Creating your own “board of directors” can help you improve your Return on Life, clarify your goals, hold you...
