by Bill Harris, CFP, RMA | Aug 17, 2023 | Curve Ball Planning, Financial Planning, Retirement
Retirement planning for couples is not all that different from planning for individuals – it just takes infinitely more communication. Combining two sets of goals, retirement dreams, financial behaviors and discipline can make for powerful motivation if successful –...
by Bill Harris, CFP, RMA | Mar 26, 2023 | Financial Planning, Estate Planning, IRAs, Retirement, Taxes
Americans have several ways they can give to charities, but one, in particular, is growing in popularity among those with income they may not need from their qualified retirement income accounts. It’s called the Qualified Charitable Distribution (QCD), a way to give...
by Paula Harris | Feb 7, 2023 | Financial Planning, Retirement
A CEO’s network of close advisors, c-suite executives, and stakeholders holds him or her accountable for achieving important goals. Creating your own “board of directors” can help you improve your Return on Life, clarify your goals, hold you...
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 Bill Harris, CFP, RMA | May 11, 2022 | Divorce, Financial Planning, Retirement, Widow
Whether you’ve been single all your life or became single again after a divorce or widowhood, you will likely be making most (if not all) of your retirement planning decisions on your own. It will be up to you to secure your retirement years financially. You’ll need a...
by Bill Harris, CFP, RMA | Mar 22, 2022 | Financial Planning, Retirement
What financial risks are you underestimating in retirement? Like any other phase of life, retirement is not risk-free. While it is seen as our reward for many years of hard work, it still carries exposure to what is happening out in the world. Our concerns tend to...