Blog
8 Questions to Consider for a Comfortable Retirement
October 11, 2022
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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
September 14, 2022
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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
September 8, 2022
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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?
July 19, 2022
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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 Save You Money on Taxes?
June 22, 2022
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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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Why I Became a Financial Advisor
May 24, 2022
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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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