Blog
When Can I Retire & How Much Can I Spend to Live a Comfortable Life?
By Jonathan Harner, CFP® Retirement is like the ultimate prize at the end of a long, hard-fought race. But how do you know when you’re …
Investment Philosophy: Stay the Course
By Jonathan Harner, CFP® We all need to invest for our future, but knowing the right choices to make can be overwhelming for the average …
Can You Keep Your Lifestyle in Retirement?
By Jonathan Harner, CFP® Maintaining health in retirement comes with significant costs, and it’s crucial to plan for them in advance. Many people underestimate the …
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 …