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Founder Of Harrison Financial Planning, Danielle R. Harrison, CFP®, Receives Young Alumni Achievement Award From Westminster College

Founder of Harrison Financial Planning, Danielle R. Harrison, CFP®, Receives Young Alumni Achievement Award from Westminster College

The Young Alumni Achievement Award recognizes alumni who demonstrate the Westminster mission through outstanding achievement early (within 5-15 years of graduating Westminster College) in their chosen career and/or dedicated leadership and service to their community. Danielle accepted the award on April 13th, 2024 during Westminster College's Annual Alumni Weekend.
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8 Questions To Ask When Choosing A Financial Adviser Or Financial Advisor

8 Questions to Ask When Choosing a Financial Adviser

Your finances are your world. Remember to ask the right questions before putting your trust in someone to oversee them. Hiring a financial adviser is a big decision. You are entrusting your finances to someone, and you want to ensure they will be the right fit. If you are feeling a bit overwhelmed by the prospect of choosing a financial…

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Give Yourself Grace

Managing Financial Decisions with Grace

I don’t know about you, but it feels a bit like déjà vu. Last year at this time, I had just started my financial planning firm and made the official announcement that I was taking on clients. Within hours I received a call that my youngest son had a positive COVID-19 case in his daycare class and would need to…

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Financial Planning Rising Stars

Danielle R. Harrison, CFP® Receives National Recognition

Danielle Harrison,CFP® recognized as 2021 Financial Planning Rising Star Columbia, MO: Harrison Financial Planning is proud to announce that Danielle Harrison has been named a 2021 Rising Star by Financial Planning Magazine. Selected from among nominees across the country, the winners are both young advisors and career-changers. The inaugural award celebrates ten early-career financial planners who embody the values of…

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2021 Charitable Deduction—Not Above-the-Line After All

2021 Charitable Deduction—Not Above-the-Line After All

Earlier this year, I wrote an article entitled Strategies to Make Your Charitable Giving Go Further that discussed some of the tax efficient ways to donate to your favorite charities. Included in the article were strategies that were only available for the 2020 and 2021 tax years, such as the charitable deduction for those who do not itemize. Despite what…

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Don't Forget Charitable Tax Credits

Don’t Forget Charitable Tax Credits

Are you donating money to charitable organizations, but looking for a way to make a larger impact? There are many tax strategies to make your charitable giving go further, but one that is often overlooked is taking advantage of charitable tax credits. What is a Charitable Tax Credit? Some states offer individuals and businesses, who make charitable contributions to certain…

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