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See a Sample Financial Plan
By Jonathan Harner, CFP® Planning for the future is something most people know they should do, but they might not know exactly what to do—or …
5 Simple Ways to Maximize Your Tax Savings
By Jonathan Harner, CFP® Nearly everyone would say they want to increase their wealth and reduce their tax burden. Yet in order to make this …
How Your Severance Package Can Help You Retire
By Jonathan Harner, CFP® There’s no way to sugarcoat it: 2022 was a tough financial year for nearly every part of the economy. Inflation and …
Why Sending Your RMDs to Charity Might Be a Great Financial Strategy
By Jonathan Harner, CFP® Once you reach a certain age, you may be required to withdraw money from your retirement savings accounts, even if you …
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 …
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, …