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The Cost of Putting Off Financial Planning
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5 Ways Not Having a Financial Plan Could Be Costing You Money

By Jonathan Harner, CFP®  Many people put off financial planning because of the cost. But did you know not using a financial advisor to create …

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8 Questions to Consider For a Comfortable Retirement
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8 Questions to Consider for a Comfortable Retirement

By Jonathan Harner, CFP® Have you ever thought about whether or not you will have enough money to retire comfortably? This is an important question, …

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Joining Forces_ Why It’s Important for Your Financial Advisor & CPA to Work Together
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Joining Forces: Why It’s Important for Your Financial Advisor & CPA to Work Together

By Jonathan Harner, CFP®  In virtually every industry and every area of life, it is common to see two professionals team up and work together …

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Markets_ Correction vs Crash
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Markets: Correction vs. Crash

By Jonathan Harner, CFP® With all the news of inflation and market volatility, it can be difficult to separate fact from sensationalism. Are we in …

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Should You Consider A Roth Conversion in a Market Downturn
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Should You Consider a Roth Conversion in a Market Downturn?

By Jonathan Harner, CFP®  Lowering your tax liability is one of the most important things you can do to protect your wealth. A Roth IRA …

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Could A Donor-Advised Fund
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Could a Donor-Advised Fund Save You Money on Taxes?

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 …

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