Author: Jonathan Harrison, CFP®
Top Tax Tips for 2016
Many people think about taxes in the Spring (when they’re due) or in December (when it may be too late to do anything meaningful). If you believe you pay too much in taxes, now is the time to make c…
Five Ways Building Wealth is like Running a Marathon
This past weekend, I crossed a major item off my bucket list: I finished my first marathon.
The training took months. It affected everything in my life for awhile (as my wife would attest). As I was …
Five Steps to Prevent Investment Fraud
Earlier this August, an accountant here in Overland Park, KS, was sentenced to nine years in prison for embezzling more than $4 million from clients. His case made local news earlier this year when he…
Should your donations be used for overhead?
Years ago, a couple came to me because they had received an inheritance and wanted help giving it away. As successful retirees, they already knew that they didn’t need the money for living expenses.…
Does Brexit Matter?
I happened to be in Ireland the day the British voted to leave the European Union. While visiting my wife’s family there, I noticed an interesting phenomenon. The Americans I know are much more work…
