1. Roth IRAs, Elections, and Good Vs. Evil

    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…

  2. 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?…

  3. The Long Term Care Puzzle

    The long term care puzzle has always been an interesting part of financial planning to me. Personally, I think the ultimate form of independence is being able to choose who provides your long term care.  Unfortunately, most of us will have to rely on the government to make this decision for us.  It’s sad, but…

  4. 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…

  5. 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. …

  6. Focus in Financial Planning

    Focus, in financial planning and in life, is one of those underrated characteristics that need attention. We live in an age where we can instantly access almost all of the world’s knowledge, yet our attention span is the shortest it has ever been.  I experience this myself because I cannot stream shows or movies on…

  7. Your Financial Planning Team

    Financial Planning starts with a story. The New York Rangers won the Stanley Cup in 1994.  What does that have to do with financial planning?  I promise we’ll get there, but first let me tell you a little story. The Rangers’ 1994 Stanley Cup run was my first exposure to hockey.  Calm down, my Hurricanes…

  8. Faith in Financial Planning

    Faith in Financial Planning It has been a while, so let’s get back to the Fruits of the Spirit in Galatians 5:22-23 ESV: But the fruit of the Spirit is love, joy, peace, patience, kindness, goodness, faithfulness, gentleness, self-control; against such things there is no law. Faithfulness is another one of those words used in so many different ways that the…

  9. When Should You invest?

    When Should You invest? With so many of us taking vacations to the beach this summer, I’m hoping my next statement will start hitting home.  Yes, I will continue to say it as long as I can speak. The stock market moves in waves.  As you sit on the sand, watch the waves form in…

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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