Blog

By Jonathan Harner, CFP®  In today’s rapid-paced society, the media serves as a vital source of information around current events and economic trends. However, in the midst of all the noise—from local news to national outlets and online platforms—it’s easy to feel overwhelmed by the constant influx of information. (Information overload is a reality!)  When […]

By Jonathan Harner, CFP®  As the owner and a financial advisor at Wichita Wealth Management, I’ve had the pleasure of meeting with hundreds of employees in the aerospace industry. This industry is especially important as it is the backbone of the Wichita economy. So, while they often enjoy competitive salaries and benefits, I’m pained by

By Jonathan Harner, CFP®  As tax season approaches, I often think of the statement “The only things in life that are certain are death and taxes.” While true, it doesn’t mean there’s nothing you can do about the AMOUNT you pay in taxes. Today I want to share my top 10 tax-planning strategies. Just like

By Jonathan Harner, CFP®  One of the great things about being a business owner is your ability to access powerful tax planning and retirement savings tools in the form of solo 401(k)s and SEP IRAs. But deciding which can be tricky. It is the difference between building a custom-designed house and buying a pre-built home

By Jonathan Harner, CFP®  When you’re thinking about getting financial guidance, the idea of consulting a financial advisor may be the first thing that comes to mind. However, it’s important to understand that many financial advisors vary in how they operate. Surprisingly, not all financial advisors are legally obligated to prioritize your best interests. Some

By Jonathan Harner, CFP®  You are sitting in one of those meetings where someone is talking about employee benefits. They are reading from the slides, and by the end you are thoroughly confused. So, what options do you pick? Chances are you pick the same options as the one guy who read every line of

By Jonathan Harner, CFP®  Have you heard the saying “Time in the market is what matters, NOT timing the market”? There is much truth to this old adage. While the popular investment strategy, known as market timing, is alluring because of the potential to make a lot of money in a short amount of time,

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 punch out for the last time, walk out to your car, and drive off the lot. It’s your last day of work. Immediately, you are confronted with an overwhelming number

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 plan what percentage of your income you put into each of the buckets—and, therefore, how and when your income is taxed. The three buckets to think about when choosing where

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 much stock from a single company is safe to own? It’s a question many investors grapple with, balancing the potential for high returns with the risks of overexposure. Let’s explore