Author: Jonathan Harrison, CFP®

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

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. T

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 worked

Investing and risk are so closely aligned that they may as well be synonyms. Most people, however, significantly misunderstand the risks involved in investing. When risk is used in regards to investi

Our firm serves clients of all political persuasions, but one common question keeps coming up consistently regardless of party: “how should I invest in this election year?” The candidates are now kno

Economic slowdowns. Job losses. Political hopelessness. Market stagnation. Investors are skittish right now and many are struggling to find any signs for hope. The stock market has lost steam and see

Here is a list of some of the most interesting things we found on the internet that we thought you'd enjoy! "The Art of Saying No as a Philanthropist" - New York Times One of the hardest things donor

If there’s anything we excel at, it’s fooling ourselves. We all have a set of core beliefs, and these “scripts” are like the screenplay that helps us make sense of the world around us. But what if ou

Have you ever wondered why some people are financially successful and others are not? I know factors like inheritance and “luck” play a really big role, but what accounts for those with almost identic

One of the most common questions we’re asked is, “What’s the best thing I can do to prepare for retirement?” There are probably as many answers for that as there are variations of unique circumstance