Author: Jonathan Harrison, CFP®

“MOVIN’ UP, MOVIN’ IN & MOVIN’ OUT!” Congratulations are due for Joel Reimer who recently passed his CFP® exam! Most people think all financial planners are “certified,” but this isn’t true. Only

When it comes to year-end tax planning, you need to have a good understanding of both your own financial situation and the tax rules that apply. It’s important to evaluate your tax situation now, whil

Throughout our schooling we were always told that any transgression would go on our “permanent record,” and of our studies we’d think, “Why do I need to know this? I’ll never need this in the real wor

Welcome to week number two of my saving for college blog series! Previously, I wrote about the high cost of attending college. Today we’ll look into savings strategies to use while college-bound child

Knowing that September is College Savings Month, I thought it would be a good time to address it. A friend of mine recently brought an uneducated and expensive little ball of joy into this world. He a

Have you ever stood at the pump wondering why you’re paying so much to fill up your vehicle? The answer is … complicated.According to the U.S. Energy Information Administration (EIA), many factors co

Most recent college graduates and emerging professionals struggle with the seemingly competing tasks of saving for retirement and paying down student loan debt. As a result, many reach mid-career behi

It is with great fanfare and celebration that we can announce another family is completely debt free, now that their mortgage has been paid off early. This wonderful, pre-retired couple hired us back

About half to two-thirds of new clients we meet with these days are Baby Boomers age 55 and older who want help determining their retirement finish line and devising a plan to get there. Roughly seven

SERVING KC: BUSINESS PLANNING FORUM Matt Syverson from Sound Stewardship, along with Greg Owens (Keller & Owens), Troy Redstone (PHD Retirement Consultants), and Brian Johnston (Polsinelli), once