Author: Jonathan Harrison, CFP®

2016 was the year that I finally got to read as much as I’ve always wanted to. How? The answer lies in audiobooks. Commute time and boring chores, when paired with audiobooks, became opportunities to

What do you want to accomplish in your financial life during this new year? Do you need to get a better handle on your investments? Get out of debt? Change your spending? Switch advisors? Create a pla

If you have money in a retirement plan at a previous employer, what should you do with it? Assuming your balance is in a plan like a 401(k) or 403(b) defined contribution plan, you have three basic ch

No one wants to make a charity worse off, especially those who are giving large donations. Yet this is exactly what Dale was afraid he was doing. Dale was a successful business owner in Portland, Ore

The character Ebenezer Scrooge doesn’t get much love. Charles Dickens described him so meanly in A Christmas Carol that his name has become synonymous with miserliness. But does Scrooge get a bad rap?

I began my journey into senior care in 1996, going to all sorts of long-term care facilities, from assisted living to residential and everything in between. On every visit, I was wearing a uniform and

With the end of the year quickly approaching, there are a number of important deadlines to keep in mind. 2016 DEC 15 - Deadline for healthcare open enrollment for plans beginning Jan. 1 (More info

Money can be a major source of conflict in any relationship, especially marriage. We’ve written before that the main reason for this is that couples often have different “money scripts,” unconscious b

Important Health Insurance Deadlines Coming Up What to do about open enrollment and Medicare With the election of Donald Trump and Republican majorities in both houses of Congress, the future of healt

Each November, as Thanksgiving approaches, my wife encourages everyone in our family to name one thing we’re thankful for each night at the dinner table. It helps our family focus on gratitude and gro