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 | 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...
by Bill Harris, CFP, RMA | Dec 8, 2022 | Financial Planning, Investing, IRAs
The year 2022 stands apart from others as the culmination of so many disruptive changes and trends. From the pandemic’s seesaw effect on our personal lives to the market’s volatile reactions. From unfamiliar inflation to supply chain failures. From two opposing...
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 Paula Harris | Sep 27, 2021 | Financial Planning, Investing, Retirement
According to a Pew Research Center study, women are about twice as likely as men to age alone, with one-in-five women ages 60 and older living in a solo household (20%), compared with one-in-ten men (11%). This means that, regardless of whether a woman has been with a...
by Paula Harris | Jul 28, 2021 | Financial Planning, Investing, Money Mindset
When you think about wealthy people, chances are thoughts of high paying corporate jobs, trust funds, or big-time investments come to mind. But the truth is, building wealth often starts small. By actively working to form positive financial habits, you can learn to...