Instead of using an entire post for my 2024 outlook, I wanted to talk about Roth IRAs. More specifically, we’re going to look at how a Roth IRA is a tool in the battle between good and evil. Sounds crazy, right? Just bear with me. As Christians, we know that battle is over because Jesus…
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January 30th, 2024
Roth IRAs, Elections, and Good Vs. Evil
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November 29th, 2023
What is the maximum contribution?
Are you making the maximum contribution to your retirement plan? More often than not, when I talk to prospective clients, the resistance people give me sounds something like this. “Jonathan, I already make the maximum contribution to my retirement plan at work, so there’s nothing else I can do.” Normally, I accept the subtle rejection…
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October 29th, 2023
Face Your Fears
We’re always told to face our fears. Of course, it’s easier said than done. When we are unable to face our fears does that make us a coward? The last thing we want is for our families, friends, or even strangers to think poorly of us. After all, we have our reputation to protect, right?…
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September 29th, 2023
Strike! Strike! Strike!
Striking for independence. I’m not a fan of strikes or any protests if I’m being honest. Sure, I see their value and how they need to happen, but I wish there was a better way. With the technology we have today there has to be a more efficient way to negotiate. Please understand I am…
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August 30th, 2023
Where Should I Invest?
“Where should I invest” is one of the most common questions people ask me. It seems simple enough, but it’s really a loaded question. Honestly, I could lose my license by answering the question before gathering more information from a person. Ethically, and legally as I am a fiduciary, your best interest is my top…
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June 29th, 2023
Tithing, Loving Yourself, and Financial Planning
Financial Planning: Tithing At church we recently started a sermon series on love. If you’ve ever been to a wedding, then you know the go-to book in the Bible for discussing love is 1 Corinthians 13. As I listened, I found it interesting how love works in our financial situation as well. Sure, it’s easy…
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May 25th, 2023
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…
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April 27th, 2023
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. …
