Jonathan Hurley, MBA, CFP, Wealth Advisor

Jonathan Hurley, MBA, CFP, Wealth Advisor Planning Today for a Better Tomorrow Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. are not affiliated.

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Meet the next CFP® in the family and our tiniest team member!He’s not taking client meetings yet, but he’s already great...
04/09/2026

Meet the next CFP® in the family and our tiniest team member!
He’s not taking client meetings yet, but he’s already great at keeping things calm and steady.
Feeling blessed and excited for what’s ahead.
Thank you for everyone who has supported us through this new chapter!

He is Risen!
04/05/2026

He is Risen!

04/02/2026

Before you trust anyone with your financial future, ask the question that really matters: “Are you a CERTIFIED FINANCIAL PLANNER® professional?”

03/26/2026

It’s Gotta Be A CFP®

02/05/2026

Why Working With a CFP® Matters in Retirement

Retirement isn’t the time for guesswork — it’s the time for precision, coordination, and a plan that supports the life you’ve worked so hard to build.

As a CERTIFIED FINANCIAL PLANNER™ professional, I’m held to the highest standard in the industry. That means your retirement plan isn’t built on product sales or surface-level advice — it’s built on strategy, fiduciary care, and a deep understanding of how all the pieces of your financial life fit together.

CFP® vs. Advisor: What’s the Difference?

Working with a CFP®:

• Fiduciary duty — your interests come first
• Comprehensive planning: Social Security, Medicare, taxes, investments, estate coordination, and withdrawal strategy
• Rigorous education, exam, and ongoing ethics requirements
• Guidance that carries you into and through retirement

Working with just an advisor:

• May not be held to a fiduciary standard
• Often focuses only on investments
• Planning may be limited or transactional
• Qualifications and training vary widely

Retirement is too important to leave to chance. If you want a plan that’s coordinated, tax‑efficient, and built to last, working with a CFP® makes all the difference.

If you’re a few years out from retirement — or already in it — I’m here to help you build clarity, confidence, and a strategy that supports your next chapter

🌟 **Retirement Isn’t a Date — It’s a Strategy** 🌟 For families just a few years away from retirement, the decisions you...
01/29/2026

🌟 **Retirement Isn’t a Date — It’s a Strategy** 🌟

For families just a few years away from retirement, the decisions you make now can shape the next 20–30 years of your life. My role as a CERTIFIED FINANCIAL PLANNER™ is to help you move into retirement with clarity, confidence, and a plan that actually works in the real world.

I specialize in guiding families through the most important parts of a successful retirement transition:
- ✔️ Social Security optimization
- ✔️ Tax planning and withdrawal sequencing
- ✔️ Medicare coverage and healthcare decisions
- ✔️ Estate planning oversight
- ✔️ Investment and income strategy
- ✔️ Ongoing guidance *through* retirement, not just up to it

Retirement shouldn’t feel overwhelming. With the right plan, it becomes a season of purpose, freedom, and financial stability.

If you’re 3–7 years from retirement and want to make sure everything is aligned — income, taxes, healthcare, and legacy — I’m here to help you build a strategy that supports your life, not just your numbers.

👉 Send me a message if you’d like to start mapping out your retirement with confidence.

Today seems like a great day to remind you that the investments with the greatest returns are the ones you make in spend...
12/25/2025

Today seems like a great day to remind you that the investments with the greatest returns are the ones you make in spending time with the people you love!

Merry Christmas from the Hurleys.

12/18/2025

✨ Charitable Giving with a Tax-Smart Twist ✨

Did you know that if you’re age 70½ or older, you can give directly to charity from your IRA and pay zero tax on the distribution?

This strategy is called a Qualified Charitable Distribution (QCD), and it can be a powerful way to:
• ✅ Satisfy your Required Minimum Distribution (RMD)
• ✅ Lower your taxable income (which may reduce Medicare premiums and Social Security taxation)
• ✅ Support causes you care about—without needing to itemize deductions

For 2025, the annual QCD limit is $108,000, and the IRS has introduced a new reporting code to make tracking easier.

💡 Remember: the funds must go directly from your IRA custodian to the charity, and donor-advised funds or private foundations don’t qualify.

If you’re looking for ways to give back while keeping your retirement plan tax-efficient, QCDs are worth exploring.

👉 Reach out if you’d like to learn how this strategy could fit into your financial plan

12/04/2025

Did you know you can give to charity directly from your IRA and pay zero tax on it?

11/20/2025

Retirement isn’t a finish line—it’s a new beginning.

If you're 2–3 years out from retirement, you're standing at a crossroads filled with questions, possibilities, and maybe a little uncertainty. That’s where I come in.

As a CERTIFIED FINANCIAL PLANNER™, I specialize in helping individuals and couples prepare for retirement with clarity and confidence—and I don’t stop there. I walk with you into retirement and through it, making sure your financial strategy supports the life you want to live.

✅ Personalized retirement income planning
✅ Medicare and Social Security guidance
✅ Tax-smart withdrawal strategies
✅ Emotional and lifestyle transitions

Whether you're wondering if you're truly ready, or just want to make sure nothing gets missed, let’s talk. My approach is holistic, relational, and built on trust—because retirement should feel like freedom, not fear.

Call or email me to schedule a complimentary consultation.
Let’s make your next chapter your best one yet.

11/13/2025

🧭 2026 Retirement Contribution Limits Are Here—And They Matter More Than Ever 🧭

If you're a few years out from retirement, this update from the IRS is worth your attention.

✅ 401(k), 403(b), and most 457 plans: You can now contribute up to $24,500
✅ IRA (Traditional & Roth): Limit increased to $7,500
✅ Catch-up contributions (age 50+): Still $8,000 for workplace plans—bringing your total to $32,500

These increases give you more room to accelerate savings while you're likely in your peak earning years. It’s a powerful window to reduce future tax burdens, strengthen income planning, and align your retirement strategy with your lifestyle goals.

As a CFP® who specializes in guiding clients through the final stretch before and into retirement, I help you make the most of these opportunities—strategically, holistically, and with clarity.

📆 Let’s talk about how these new limits fit into your retirement timeline. Message me to schedule a planning session.

Address

1670 Keller Parkway, Suite 208
Keller, TX
76248

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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