Blog

Copy of 2023-1_See a Sample Financial Plan
Blog

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 …

Read More →
Tax
Blog

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 …

Read More →
2022-12 How Your Severance Package Can Help You Retire
Blog

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 …

Read More →
Why You Should Consider Sending Your RMDs Straight to a Charity (1)
Blog

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 …

Read More →
The Cost of Putting Off Financial Planning
Blog

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 …

Read More →
8 Questions to Consider For a Comfortable Retirement
Blog

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, …

Read More →
Scroll to Top