Jonathan

By Jonathan Harner, CFP®  There could be any number of reasons why you give money to your church or a charity. But have you ever considered how you give money? Regardless of the reason you choose to give, if you do not use the proper “how,” you could be leaving thousands of dollars on the table—dollars that …

Could a Donor-Advised Fund Save You Money on Taxes? Read More »

By Jonathan Harner, CFP®  Life is full of unexpected twists and turns. While we may start off in one career, our experiences might show us other areas we want to pursue or open doors to new opportunities. That’s exactly how I found my way into my career as a financial advisor. Getting Started I wish …

Why I Became a Financial Advisor Read More »