1. When Should You Invest?

    “When should I invest?”  That is one of the first questions I’m asked when I tell people I am a CFP® Professional.  Of course, they are asking from an economic view hoping to maximize their return on investment.  Unfortunately, I cannot give them a definitive answer because I’m not a fortune teller. I’ve often wondered…

  2. Top Three Excuses People Use to Avoid Financial Planning

    There are many excuses why people avoid financial planning.  Some are very creative and way out there, but most are reasonable.  A financial planner’s job is to help the client work around their excuses and prepare for their future. As much as I hate to admit it, part of a financial planner’s job includes selling. …

  3. Student Loan Forgiveness Program

    Is the Student Loan Forgiveness Program a good or bad thing? Recently, President Biden announced his Student Loan Forgiveness Program.  When will this start or will it even happen?  Well, we don’t know.  Normally, when things like this are announced, there are still many steps that must be taken before the new program becomes a…

  4. Patience in Financial Planning

    Patience is a vital tool in financial planning. As I mentioned in my last post, I want to do more with Faith-based topics in financial planning.  As we look again at the Fruits of the Spirit from Galatians 5, let’s focus on patience. In a world where we can have anything our hearts desire almost…

  5. Financial Planning:  Asking for Help

    Humility – Asking for help with financial management. There are millions of websites telling you about financial management and it will be difficult for me to pull the audience away from those sites.  I have a degree in finance and still look at those articles myself, so I don’t fault you at all for going…

  6. Tithing is an Investment

    Financial Planning in Pikeville, North Carolina Pikeville, North Carolina is a small town with about 700 residents.  Pikeville is in Wayne County, which has approximately 120,000 residents.  Being a financial planner in Pikeville brings an interesting challenge because it’s not so much about having more money as it is about maximizing the money we have. …

  7. The Three Questions We All Ask Ourselves

    Financial advisors can talk about money all day, but we really want to know about you; the client.  It’s hard to help you reach your clearly defined, reasonable goals if we don’t take the time to get to know you.  While financial planning is a fairly new industry, the concept is as old as mankind….

  8. Social Media and Investment Research

    We can all agree that social media has become the Wild West of the internet.  For those of you who have never seen a Western movie, imagine cowboys playing cards in a bar.  Suddenly, one calls the other a cheater, then the table flips over and they all start shooting each other.  Thanks to my…

  9. Why Does Your Credit Score Matter?

    Why does your credit score matter?  Simply, it can help create opportunities. We can sit around complaining about how our jobs should pay us more for our entire lives.  The odds are nothing will change, so we must take steps to help ourselves.  Also, many of us work at small businesses where our employer cannot…

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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