Author: Jonathan Harrison, CFP®
November’s Financial To-Dos
Each month, we offer suggestions for ways to chip away at your financial goals. The idea is that by doing at least one thing each month, you can make significant progress.
Review your health insurance…
October’s Financial To-Dos
Each month, we offer suggestions for ways to chip away at your financial goals. The idea is that by doing at least one thing each month, you can make significant progress.
This month we turn toward y…
How to Argue With Your Spouse About Money
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
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?
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…
