by Bill Harris, CFP, RMA | Dec 28, 2021 | Financial Planning, IRAs, Taxes
The Biden Administration tax package did not pass before Congress went on the holiday break so it’s unlikely to affect your 2021 tax return. However, December 31 is the deadline for most of the steps you can take to lower your tax liabilities. So let’s...
by Paula Harris | Nov 23, 2021 | Philanthropy, Taxes
During the holiday season, charitable giving is front and center in many people’s minds. While there are many vehicles for charitable giving, Donor-Advised Funds (DAFs) are perhaps the most simple and cost-effective way to make significant and impactful...
by Bill Harris, CFP, RMA | Aug 4, 2021 | Financial Planning, Taxes
In times of trouble, the first thing you will hear from many Americans is, “How can I help?” By nature, they’re some of the most generous contributors among developed nations if you measure household giving as a percentage of GDP. The response to the consequences of...
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....
by Bill Harris, CFP, RMA | Dec 3, 2020 | Divorce, Curve Ball Planning, Retirement, Taxes
While wedding vows may say “until death do us part” it doesn’t always turn out that way, with the statistics for divorce in the United States sitting between 40%-50%. Nobody plans for divorce, but the reality of this statistic means it could happen. If you are...
