Bill Harris | Certified Financial Planner (CFP®)

CFP® & RMA® providing sound, visionary advice for widows. Syndicated columnist & author: Inheriting Your Spouses IRA. Fun: fishing, hunting & hiking.

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

Until this book, one area that received very little attention is that of a surviving spouse’s inherited IRA. The IRA is one of the most common assets a couple will have in their portfolio. Download the eBook for free: https://t.co/I8OMcrQQfw #widows #IRA

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

Trump accounts are open. The $1,000 is real. So is the rule about who is allowed to open one, and it is not on the form. Ask before you sign.

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

We are hiring for An Associate Financial Planner. Please share.

[WH Cornerstone Investments @WHCornerstone]

Our firm is #hiring an Associate Financial Planner. If anyone knows someone looking, send them our way.

Thanks for spreading the word. https://t.co/sRwMNHaNYf.

#CFP

[Paula Harris, FBPS™ @PaulaHarris]

@WHCornerstone is excited to be apart of #ShiftEvent. Ready @BillMHarris? Let’s go!

[WH Cornerstone Investments @WHCornerstone]

Ready to roll @Advisor2x #shiftevent in Orlando.

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

Sunday morning and I’m in a behavioral finance class. What’s wrong with this picture?

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

@JamesClear 3-2-1 Thursday reminded me of this great quote:

"In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists."

-Philosopher Eric Hoffer, The True Believer ​(Best Book evah!)

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

NFIB Study Shows Small Business Hit Hardest by Another Wage Hike: https://t.co/oOGdlMuhJa

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

Massachusetts: Ask Lawmakers To Oppose Proposed Sweeping Gun Control https://t.co/kzYORe13ix

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

@MichaelKitces Michael, I could not agree more.

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

@PaulaHarris @959watdfm Excellent session with the superb host, @kevintocci

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

@theslottreport @WSJ Well done Sarah!

[Ed Slott and Company @theslottreport]

In this new @WSJ article, our Director of Retirement Education, Sarah Brenner, JD, goes over #SECUREACT 2.0 #retirement-savings changes you need to know about for 2023 and 2024. Read the full article here: https://t.co/GaxflYu2FR

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

Final session at #ACEAcademy23. @AnjaManuel1 (Anja Manuel) talks about navigating a complex world. State department stuff! Fascinating speaker! Thanks @iw_inst for a great conference.

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

Dr. David Kelly from @JPMorganAM during @iw_inst #ACEAcademy23 had a great quote referring to Congress and the debt ceiling, “You should not give dangerous toys to children”.

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

@MichaelKitces delivering awesome content at #ACEAcademy2023. Excellent lineup out together by @iw_inst

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

Matt Hougan. Crypto guru from Bitwise. We’ll presented. Go crypto!! @iw_inst #ACEAcademy2023

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

@iw_inst #Aceacademy23 Leslie Geller brings up Corporate Transparency Act. A one page act with 100 pages of rules. Huge over reach by government. Scary. Leslie was a great presenter!

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

First session is about to begin! @iw_inst #ACEAcademy23

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

Anyone attending?

[Bill Harris | Certified Financial Planner (CFP®) @BillMHarris]

@theslottreport @C2PEnterprises We’ll done C2P!