by Paula Harris | Jul 27, 2023 | Money Mindset
With summer in full swing, it’s time to start crossing some of those books off of your summer reading list. If you’ve been searching for your next good book, look no further than our selection of summer reading recommendations, compiled by your WH...
by Graham Voigt | Oct 31, 2022 | Money Mindset
Have you ever heard the parable about the Chinese farmer? My favorite version is told by Alan Watts and can be found here. In the story, a farmer experiences a series of both fortunate and unfortunate events that are outside of his control. Each time, his neighbors...
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...
by Bill Harris, CFP, RMA | May 13, 2021 | Investing, Money Mindset
You may remember visiting a stock broker with your parents as a child. The ground-floor office had large glass windows that gave out onto the street. The black lettering on the windows had gold edges that sparkled when the sun hit them. Inside, a nice secretary sat at...
by Bill Harris, CFP, RMA | Feb 23, 2021 | Financial Planning, IRAs, Money Mindset, Retirement, Taxes
If it’s the end of January, there must be 1099s in your mailbox. And while they come every year, this year has one more complexity because of Coronavirus-Related Distributions (CRDs). So maybe this is the time to do a deeper dive into 1099s. Form 1099 is nothing other...
by Bill Harris, CFP, RMA | Jan 14, 2021 | IRAs, Curve Ball Planning, Financial Planning, Money Mindset, Retirement, Taxes
Life is precarious. And life is precious. For years we’ve heard people say, “Here today, gone tomorrow.” No matter what our age, it’s one of those flip phrases that are bandied about without thinking of the implications. But recently, it has taken on new relevance....
