Author: Jonathan Harrison, CFP®
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…
March’s Financial To-Dos
Inspired by 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.
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Where to park your emergency fund
A recent Wall Street Journal article, “Personal-Finance Lessons From the Ultrawealthy,” surprised many with one of its key lessons from the richest investors: keep cash handy.
Many incorrectly as…
February’s Financial To-Dos
Inspired by 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.
By…
