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8 Questions to Consider For a Comfortable Retirement
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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, ...
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Joining Forces_ Why It’s Important for Your Financial Advisor & CPA to Work Together
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Joining Forces: Why It’s Important for Your Financial Advisor & CPA to Work Together

By Jonathan Harner, CFP®  In virtually every industry and every area of life, it is common to see two professionals team up and work together ...
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Markets_ Correction vs Crash
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Markets: Correction vs. Crash

By Jonathan Harner, CFP® With all the news of inflation and market volatility, it can be difficult to separate fact from sensationalism. Are we in ...
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Should You Consider A Roth Conversion in a Market Downturn
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Should You Consider a Roth Conversion in a Market Downturn?

By Jonathan Harner, CFP®  Lowering your tax liability is one of the most important things you can do to protect your wealth. A Roth IRA ...
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Could A Donor-Advised Fund
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Could a Donor-Advised Fund Save You Money on Taxes?

By Jonathan Harner, CFP®  There could be any number of reasons why you give money to your church or a charity. But have you ever ...
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Harner Why I Became A Financial Advisor
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Why I Became a Financial Advisor

By Jonathan Harner, CFP®  Life is full of unexpected twists and turns. While we may start off in one career, our experiences might show us ...
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