In our latest Capital Planning Staff Spotlight, we caught up with Partner and Financial Advisor Jonathan Carpenter, CFP®, RICP®.
While we all know Jonathan pretty well, it was a great opportunity to learn a few things – including what he loves to eat, why laundry is his weakness, and about his appreciation for an upcoming holiday.
Read on to find out more!
Egg Sandwiches! I could eat an egg sandwich for breakfast, lunch, or dinner. It’s not uncommon in the Carpenter household to even have an egg sandwich for a midnight snack. Add a little American cheese, and sausage, and you created a delicate food item that is better than a wagyu steak. Just saying!
Hands down, folding laundry! Raising 3 young boys who dirty their outfits every two seconds creates a lot of laundry, resulting in a lot of folding. It’s a daunting task trying to match bundles of socks, and remembering what pajamas belong to which son. However, I’m blessed with an amazing wife who makes time to handle this chore for our family.
Thanksgiving! We have been getting together with my family and extended family my entire life on Thanksgiving. We watch football, cut down our Christmas tree, play a lot of games and take very long naps. It’s a holiday with no gifting pressure but only to give thanks for all God has provided throughout the year, specifically family.
Many people are curious to understand the potential tax benefits available to them. Questions such as “Is a 529 plan right for me and my goals?” are common, and at Capital Planning, we’ll be happy to guide you on this and any other questions you have.
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