Author: Jonathan Harrison, CFP®

As we stop and reflect on the last 19 years, we can't help but be humbled and grateful for the amazing clients we serve. Because of you, we get to do what we love, stewarding the wealth that God has p

We are so excited to host our first live event of the year! If you are thinking about retirement at all, you will not want to miss this. We will be addressing the 10 questions you need to answer&

The above image is our annual update to the "Asset Quilt Chart", showing how different investment classes did last year and each of the previous 9 years before. The column on the right shows the 10-ye

After decades of working and planning, you have finally achieved the greatest desire of many: retirement. You may have served in different roles throughout your career, but finally being able to put o

Natural disasters are something that not many people think about until it is too late. Since September is Disaster Preparedness Month, we thought it a great time to share tips we have learned over the

My wife and I recently celebrated our 25th wedding anniversary by taking a trip to Costa Rica. Over the two weeks we were there, we visited many fascinating places and went on 8 different guided tours

Are you experiencing more fear than usual right now? The financial world has seemed especially crazy this year. Money anxieties can get especially worse if you’re facing retirement. It’s easy to go do

Are we in a recession? It turns out this question is so controversial that Wikipedia recently had to turn off edits to its “Recession” page. People were getting into arguments around wh

In March, Matt wrote about 10 smart financial moves to make during uncertain times. One of those savvy strategies? Consider a Roth conversion. Why? In several circumstances, Roth IRA conversions can s

You’ve probably heard us talk about our simplified fee structure before, but you may not realize that it makes us unique among financial planning businesses. We are a flat fee-only firm. Tha