Blog
What’s the Best Way to Maximize Your Spirit Aerospace Pension?
September 1, 2023
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By Jonathan Harner, CFP® Imagine a moment…a moment you have been thinking about, dreaming about (perhaps dreading) for 20, 30, maybe even 40 years. You
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Which Income Tax Bucket Is Right for You?
July 20, 2023
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By Jonathan Harner, CFP® We can’t escape the inevitability of being taxed on our income. However, the tax bucket strategy can help you more precisely
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How Much Stock From One Company Is Safe to Own?
June 14, 2023
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By Jonathan Harner, CFP® When it comes to investing, it’s often said that diversification is key to financial success. But have you ever wondered how
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When Can I Retire & How Much Can I Spend to Live a Comfortable Life?
May 30, 2023
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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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Investment Philosophy: Stay the Course
April 28, 2023
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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?
March 24, 2023
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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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