Financial Plans Suck.
I’m aware I’m being dramatic in saying “Financial Plans Suck”. Stick with me here for a bit though; I’m going to explain why I think...
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Jonathan McCarty, CFP®
- Jan 23, 2018
- 8 min
How to hire a financial adviser.
Hiring a financial adviser can be a daunting task. Often, you’re seeking out someone who is currently a stranger to form what (you hope)...
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Jonathan McCarty, CFP®
- Jan 16, 2018
- 6 min
Those who give are in better financial health
I’d like to spend a few minutes discussing something that I’ve noted anecdotally many times in my career: Those who give regularly and...
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Jonathan McCarty, CFP®
- Jan 9, 2018
- 4 min
Should employers be responsible for the financial well-being of their employees?
Financial Wellness is something we’ve put in front of our business clients for several years now, and it appears the marketplace is...
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Jonathan McCarty, CFP®
- Jan 2, 2018
- 6 min
Health Care Sharing – a growing alternative to traditional insurance.
I wish I could say I felt surprised when I got to the final page of my “Healthcare.gov” application and saw rates of $1400/mo for my...
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Jonathan McCarty, CFP®
- Dec 27, 2017
- 4 min
How to teach your kids about money.
I’ll never forgot my daughter’s response when I told her we weren’t going to be buying a $399 Cinderella Castle Lego Set: “But daddy, we’ll
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Scott Jarred, CFP®
- Dec 22, 2017
- 1 min
Following the market is bad for your (returns)
Scott does a great job here summing up why individual investors are much better served going on "auto-pilot" than they are taking an...
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![[UPDATED] Year End Tax Planning Ideas](https://static.wixstatic.com/media/9adba4_7a755bbc13f643fe9051dc812b74b13a~mv2.png/v1/fill/w_225,h_225,fp_0.50_0.50,q_95,enc_auto/9adba4_7a755bbc13f643fe9051dc812b74b13a~mv2.png)
Jonathan McCarty, CFP®
- Dec 11, 2017
- 4 min
[UPDATED] Year End Tax Planning Ideas
As we draw closer to the end of 2017, the proposed tax-reform legislation is taking more of a defined shape and looming larger. Both the...
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Scott Jarred, CFP
- Aug 4, 2016
- 4 min
7 Lifetime Habits of Millionaires
"We are what we repeatedly do. Excellence then, is not an act, but a habit." Wise words from Aristotle. And a good reminder that what...
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by Jonathan McCarty
- May 26, 2016
- 1 min
Focusing on your Strengths:
Pseudo-psychoanalysis from your financial planner; just what you've been hoping for right? See this great article by Lauren Howe at...
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jon6750
- Apr 10, 2016
- 1 min
Do Less for More Success
Great quick read from Tadas Viskanta over at AbnormalReturns. We only have so much "mind space" available to us in any given day. What...
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jon6750
- Apr 3, 2016
- 1 min
When Financial Talk Turns Personal
Awesome pseudo-psychoanalysis of our financial mindset from Carl Richards. Great quick read. I'd save a copy of this article and go...
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- Mar 26, 2016
- 1 min
How to choose an Honest Financial Advisor in Ten Minutes
I'm a big fan of simplifying any decision making process. Tony Isola hits the nail on the head with his article here: How to Choose and...
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