Author: Jonathan Harrison, CFP®
Weathering Economic Storms
I remember the most beautiful storm I’ve ever seen. Off in the distance, above the waters, a tumu…
4 Money Mindsets & the Key to Financial Success
Imagine sitting down to watch a play. The lights dim, the audience hushes, and the first actor strides on stage, launching into a gripping murder-mystery set during World War II. But then, out of now…
Numbers You Need to Know for 2025
As we enter 2025, it’s important to stay updated on key financial numbers that can impact your planning and savings strategy.
The biggest change this year includes a new 401(k) “Super Ca…
The Right Way to Invest in 2025
As we step into 2025, the investment landscape feels just as uncertain than ever. Concerns about the economy linger, geopolitical tensions dominate headlines, and market valuations remain a hot topic…
What Will You Thank Yourself for in 10 Years?
Ten years ago, I made a change that completely shifted the trajectory of my life. I quit my job.
I had become increasingly passionate about the profession of financial planning — not just the nu…
