Author: Jonathan Harrison, CFP®
The three most common money mistakes
Even though they defy common sense, they’re surprisingly easy to make.
In his book Master Your Money, Ron Blue describes the top money mistakes that keep us from our full financial potential. At fi…
Three reasons your money story matters
Would you tell your neighbor your annual income? Would you ask theirs?
Probably not. Talking about money makes most of us cringe: 70% of us consider it rude to talk about money. It’s considered a �…
Three Questions for More Strategic Giving
If you had a million dollars to give away this year, how would you do it?
No, really — stop and imagine this. How would you go about giving away a million dollars in the next 12 months? Would you d…
July’s Financial To-Dos
We’re now halfway through the year. Have you made the financial progress you were hoping for? Now is a good time to tackle one or two tasks to help you make incremental headway. You’ll be surprise…
June’s Financial To-Dos
Based on Morningstar’s Financial To-Do List, we’re offering a few tasks each month for tackling what can seem like an overwhelming task: getting or keeping your financial house in order.
A seemin…
