Author: Jonathan Harrison, CFP®

I was hacked and could have prevented it  June 13, 2019 By Jonathan Harrison, CFP®

Getting hacked I noticed something was up when I got my flight confirmation. Southwest Airlin…

Sound Stewardship featured on UBN  June 7, 2019 by Jonathan Harrison, CFP®

Matt was honored to be in the "Spotlight" with the Unconventional Business Network this month. Watch this short video for more of his story! https://vimeo.com/305499075 …

Four Ways to Keep Seniors’ Finances Safe  May 1, 2019 by Jonathan Harrison, CFP®

In our latest blog, we covered four of the most common scams targeting senior citizens. As fraud rates rise, we’ve been counseling our clients on how to protect themselves and their families from t…

Senior Scams: Four real stories from clients  April 23, 2019 by Jonathan Harrison, CFP®

We’ve been talking with our senior clients—and our clients with senior family members—about the rise in scams targeting the over-65 crowd. The surge in senior financial fraud is troubling. …

Replace Income in Retirement Using the Bucketing Approach  April 17, 2019 by Jonathan Harrison, CFP®

Retirement is a daunting transition. There are big changes in identity (“I am no longer defined by my profession”), relationships (“I don’t see the guys much anymore”), and time (“What do…