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. 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…

  3. 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?…

  4. 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…

  5. 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…

  6. 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…

  7. Stock buybacks

    Why should a financial planner be concerned about stock buybacks? The only thing I don’t like about financial planning and the overall study of economics is that I must pay attention to the news, especially what’s happening in Washington, DC.  As many of you already know, I loathe politics.  The concept is great and I…

  8. 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…

  9. My Vote My Money

    Which way should you vote to help your financial plan? Unfortunately, there’s not really a clear answer.  All politicians say they have a plan or they’ll go into Congress and fight for us.  We’re all supposed to drink that Kool-Aid, fill out our ballot, and wait for them to bring prosperity to our lives, right?…

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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