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Author: Jonathan Harrison, CFP®

How to Argue With Your Spouse About Money  October 3, 2017 by Jonathan Harrison, CFP®

It’s Friday afternoon, and I’m wrapping up an email as I get ready to head home. The phone rings and it’s a client on the other end of the line: “We’re having a money ‘discussion’ and we…

Why Every Couple Should Argue About Money  September 25, 2017 by Jonathan Harrison, CFP®

Chances are, you and your spouse have a major money issue you argue about occasionally. For some couples, maybe it’s more than occasionally. These “discussions” may seem fruitless now, because y…

How aggressive should your investments be?  September 22, 2017 by Jonathan Harrison, CFP®

When designing your personal investment strategy, one of the most important questions you need to answer is, “How aggressive should my portfolio be?” The answer is usually given in terms of asset…

August’s Financial To-Dos  August 21, 2017 by Jonathan Harrison, CFP®

Each month, we offer suggestions for ways to chip away at your financial goals. The idea is that doing at least one thing each month, you can make significant progress. This month, consider focusing …

Will you ever be content?  August 17, 2017 by Jonathan Harrison, CFP®

In 2014, a Harvard Business School professor surveyed the wealthiest clients of a large investment bank. He wanted to find out if their riches had brought them a greater level of happiness and content…