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...
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...
