Author: Jonathan Harrison, CFP®
May’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…
Why we don’t recommend retirement
Many of us have a fairytale picture of retirement. No more work! A life of leisure! But here’s a startling statistic: in spite of their newfound freedom, retirees spend an average of two thirds of t…
April’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 project: getting or keeping your financial house in order.
A see…
How to Overcome Your Secret Financial Shame
Chances are high you have had a few financial mishaps in your life. Some of these may have been a result of your own misdoing; some may have happened to you. You most likely have something else in com…
Eight ways a Donor-Advised Fund can simplify your giving
If you give regularly to nonprofits, ministries or charities, you may have heard of a Donor-Advised Fund. This philanthropic fund allows donors to make charitable contributions and grants from the fun…
