Category

Financial Planning

  1. May 31st, 2025

    Red Flags for Elder Abuse

    Apparently, May is Elder Care Month, so I thought it was a good time to discuss elder abuse.  Did you know that financial planners can be trained to recognize when someone is experiencing elder abuse? One of my favorite continuing education webinars was presented by a former FBI agent.  He identified different red flags that…

  2. March 29th, 2025

    Fixing Social Security

    Social Security is one of the most important expenses paid by our government.  I’m sure Elon Musk and his Department of Government Efficiency have Social Security on their chopping block, which may be a good thing. Unfortunately, when our government attempts to tackle big issues, they seem to screw them up instead of making them…

  3. January 7th, 2025

    An Open Letter

    Like many financial advisors, I am self-employed.  Starting out as a sole proprietor worked fine while I was building a book of business, but I am now at a point where growth can hurt my disability benefits.  Of course, I would gladly give up my Social Security check and work full time.  I love my…

  4. December 22nd, 2024

    Hillbilly Bully Market

    Hillbilly Elegy, by J.D. Vance, and Bully Market, by Jamie Fiore Higgins, are two wonderful books!  In fact, they are so good they made me violate my no blog in December rule.  Normally, that’s a little Christmas present I give myself. I enjoy writing, but coming up with new content each month can be stressful. …

  5. November 28th, 2024

    What can the election teach us about investing? 

    There is a motto among investors that shareholders “vote with their feet.”  Remember when we buy stock, we own a piece of a company.  That means we can vote on things like electing a board of directors. Most of today’s investors don’t care about voting on corporate stuff.  We just want to buy a stock…

  6. October 31st, 2024

    A Little Reminder

    Sometimes life provides little examples of the importance of financial planning. For me, the entire month of October was one of those financial planning reminders.  Have you ever experienced an entire month that just sucked?  Unfortunately, it can happen more often than we like to admit.  Let me tell you a little story. On September…

  7. September 30th, 2024

    Your Money Your Vote

    CNBC is my preferred news source, especially with it being an election year.  I loathe politics, but I have to pay attention to it as a financial planner.  I’m not really a fan of Donald Trump or Kamala Harris, but I would love to interview both candidates and open their eyes. CNBC’s political coverage called…

  8. August 30th, 2024

    Is investing only for retirement?

    To someone in the financial services industry, this may be an obvious question, but I don’t work for them.  I do this job for you! When I was a child, English was my worst subject.  Ironic considering all the writing I do now, right?  I remember one teacher telling me that, when we write, we…

  9. July 31st, 2024

    Inherited IRAs

    I have been getting more questions on Inherited IRAs recently.  Inherited IRAs are a sad subject because death is involved.  It’s not easy to solve the inherited IRA dilemma while your friend is grieving, but it is a very important service. While everyone appreciates an inheritance, managing that money is the last thing on your…

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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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Pikeville, NC 27863

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