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Copy of When Can I Retire & How Much Can I Spend To Live A Comfortable Life
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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 …

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How to Choose an Investment Strategy
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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 …

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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 …

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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 …

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Tax
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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 …

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2022-12 How Your Severance Package Can Help You Retire
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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 …

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