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September 3rd, 2026

“When should I invest” is a popular question when people talk to me about financial planning.  Of course, it may not be those exact words, but it seems like everyone is trying to time the market.  This trend has become so alarming that Charles Schwab recently launched an advertising campaign reminding the world that investing…

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  1. August 5th, 2026

    Remembering America’s 250th Birthday

    With Independence Day in the rearview mirror, it seems like we have already stopped remembering America’s 250th birthday.  It reminds me of Christmas.  We celebrate leading up to December 25th, everyone is happy and kind up to Christmas Day, then reality returns. In A Christmas Carol, Ebenezer Scrooge learns to “keep Christmas in his heart…

  2. June 27th, 2026

    Financial Lessons from Hockey

    After 20 long years the Carolina Hurricanes are once again the Stanley Cup Champions!  Usually, the trophy gets the attention because it is the greatest, most difficult to win trophy in sports.  It has traveled the world, been SCUBA diving, and babies have been baptized in it. The celebrations are fun to watch, but have…

  3. May 12th, 2026

    Help Me Help You

    As Tom Cruise said in Jerry Maguire, “Help me, help you!” Remember when I shared the paper below?  There is some good news on that front!  A bill was created by the NC General Assembly in March 2025 that should solve my issues.  Please help me convince our representatives to pass SENATE BILL 448. Unfortunately,…

  4. April 3rd, 2026

    Financial Lessons in the Bible

    With Easter approaching I wanted to do another post about financial planning with teachings from the Bible. I have written on this before, but there is always something new to learn.  There are over 2000 mentions about money in the Bible, so I think we should definitely pay attention. However, we should be careful to avoid…

  5. March 3rd, 2026

    Lessons from Landman

    Landman is one of those television shows that, surprisingly, have some life lessons.  I’ll try not to spoil much of the story, but I wanted to discuss a few of them.  I believe there are three lessons that can be useful to us on our financial planning journey. Landman is another one of Taylor Sheridan’s…

  6. December 20th, 2025

    Four Investing Lessons College Football Teaches Us

    Recently, I realized that there are four investing lessons college football teaches us.  There are probably more similarities as money and sports definitely go hand in hand.  However, I believe these lessons can actually help you in your financial plan. Some of my favorite childhood and adult memories involve attending college football games with my…

  7. October 27th, 2025

    October is Tax Season

    Did you know that October is tax season?  Yes, taxes are normally due on April 15, but tax planning should be done in advance.  Remember the Golden Rule of taxes; tax evasion is illegal, but tax avoidance is encouraged. When our resources are limited, it is vital that we maximize the value of those resources. …

  8. September 10th, 2025

    The Disability Challenge

    I have never used TikTok, so I don’t understand the point of TikTok Challenges.  However, I do see them on the news.  Who decides which act of craziness becomes worthy of being a TikTok Challenge? It reminds me of fashion trends with back-to-school clothes.  Who decides what brand will be the “it” style this year? …

  9. June 30th, 2025

    Summer Side Hustles

    As spring turns to summer, many people begin looking for additional sources of income, which we call side hustles.  I’ve never been a fan of that term.  It feels like we are trying to scam our friends or we’re cheating on our fulltime job. I’m hoping this post will show up when you Google search…

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Jonathan Greeson is located west of 117 and south of E. Main St.
Jonathan Greeson is located west of 117 and south of E. Main St.

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