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...
by Bill Harris, CFP, RMA | Feb 2, 2023 | Financial Planning, Social Security, Taxes
For more than a year, the Senate and the House of Representatives discussed issues that needed to be addressed as a follow-up to the SECURE Act of 2019 – including many small fixes to make retirement saving easier. Despite having bipartisan agreement, the bill...
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...
