by Paula Harris | Oct 14, 2020 | Curve Ball Planning, Estate Planning, Family, Financial Planning, Widow
Coronavirus has recalibrated retirement planning for older workers. Age, health, and workplace conditions have pushed many seniors to put their well-being ahead of other considerations and retire early. But the pandemic has also added to the normal stress that comes...
by Bill Harris, CFP, RMA | Oct 13, 2020 | Investing, Financial Planning, Money mindset
In the coming weeks we will go through a hyper-partisan presidential election. We keep hearing from clients and prospects that “this time is different”. We disagree. No matter who gets elected, superior companies will continue to grow by acting in their shareholders’...
by Paula Harris | Oct 11, 2020 | Financial Planning, Money mindset, Retirement
You have a steady job that pays the bills and puts your abilities to good use. You have loving relationships with your spouse, your children, extended family, and close friends. Your house provides enough space and security. Your golf league gives you a chance to...
by Paula Harris | Oct 7, 2020 | Financial Planning, Money mindset, Retirement
No one loves everything about their workday. But once you no longer need to worry about earning money, it is possible to love every second of your new retirement schedule. People who are happiest in retirement are intentional about spending their time doing things...
by Paula Harris | Sep 23, 2020 | Family, Curve Ball Planning, Financial Planning
Coronavirus forced the delay or cancelation of countless dream vacations, epic road trips, and crazy family reunions this year. We are all still trying to figure out how to stay safe and navigate the shifting sands. As we wait patiently for our lives to resume as...
by Bill Harris, CFP, RMA | Sep 21, 2020 | Curve Ball Planning, Financial Planning, Money mindset, Retirement, Taxes
The last thing Shelly wanted to do was withdraw funds from her IRA. It was the one account she had prioritized as she moved forward after her divorce. To her, it meant she was serious about taking care of herself so she wouldn’t someday be a burden on her kids. But...