Author: Jonathan Harrison, CFP®
Who Wouldn’t Want a Better Life for Someone Special?
Recent enhancements to the ABLE Act for Kansas residents is a victory for families!
For people living with special needs, financial planning has long been restrictive and complicated. Those who rec
Principle #2: Before You Add More Debt, Ask Yourself These Questions
The Sound Stewardship Principles™ are at the heart of how we serve. Over upcoming months, we’re going to break down each of these principles in greater detail and take a closer look at what we believe
What to Look for in a “Real” Financial Advisor
A lot of people ask me, “What should I invest in?” They’re looking for the quick fix, a black and white approach to managing their money. But my response is always, “Well, what is the purpose of this
Principle #1: The Means to Financial Freedom
The Sound Stewardship Principles™ are at the heart of how we serve. Over upcoming months, we’re going to break down each of these principles in greater detail and take a closer look at what we believe
When Conversations Go Downhill, Try This
Have you ever been in a conversation that took a wrong turn?
Some friends of mine (let’s call them Beth and Alex) found themselves in this situation recently, and it seemed to come out of nowhere f
The Biggest Gift of the New Tax Law
A few months after the passage of the Tax Cuts and Jobs Act of 2017, many of us are considering its practical impact. One particularly thought-provoking aspect of the act is the change in deduction th
The Least Sexy, Most Important Money Skill
Saving money is an important 21st century survival skill, and Americans are especially bad at it. According to a study by the Federal Reserve, nearly half of Americans would not be able to come up wit
Why I Am Not a “Fee-Based” Advisor
I was having coffee with another professional this week, and they referenced my financial planning practice as being “Fee-Based.” I surprised them by firmly denying it.
“But I thought you were only
Do You Have These 21st Century Survival Skills?
My wife and I recently read the book Little House on the Prairie with our children. If you’ve never read it, this book tells the story of the Ingalls, a family of five, settling on the Kansas prairie.
Why You Won’t Outsmart the Market
What’s the magic formula to be a superior investor?
It’s no secret that we humans are competitive creatures. Anytime there’s a system, we want to beat it. We want to outsmart those around us. We wan
