by Paula Harris | Nov 25, 2020 | Financial Planning, Money Mindset
Has working from home given you a new perspective on your career? If you changed jobs during the pandemic you may have had to navigate a few extra obstacles, but the shifting business landscape has also created new opportunities. To find these opportunities you need...
by Paula Harris | Nov 18, 2020 | Curve Ball Planning, Financial Planning, Money Mindset
As a year comes to a close, in the business world, top companies gather together their leadership teams to assess what’s gone right this year, what’s gone wrong, and what steps they can take to finish the year with strong forward momentum. Taking time to set goals for...
by Bill Harris, CFP, RMA | Nov 13, 2020 | Widow, Curve Ball Planning, Financial Planning, Money Mindset
There was a knock on the door as Janice cleaned up from breakfast. Jim had left for work, and she was rushing through chores to be free for lunch with her friends. She dried her hands as she walked towards the front door. She could see two men on the camera monitor....
by Paula Harris | Oct 23, 2020 | Curve Ball Planning, Family, Money Mindset
So many of the problems, from the pandemic to the elections, we’ve faced in 2020 have felt bigger than we are. But are you so wrapped up in big picture challenges that you’re overlooking things in your life that you can control? Taking some purposeful...
by Bill Harris, CFP, RMA | Oct 21, 2020 | Investing, Financial Planning, Money Mindset
How much do you really know about the Dow? “The Dow today topped the 29,000 mark!” We hear headlines like that again and again. But what do they mean? Investors often refer to “the Dow” and other indexes, when talking about their investments. They’re like someone’s...
by Bill Harris, CFP, RMA | Oct 16, 2020 | Financial Planning, Investing, Money Mindset, Retirement
Qualified charitable distributions (QCDs) are a double-win: They allow individuals to reduce their tax bill and give to qualified charities. If you are someone who has participated in QCDs in the past, you are likely wondering how the recently passed SECURE Act will...