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At Harmony Financial Strategies®, we’re different than most financial planning and wealth management firms. Not because we specialize in the needs of what we call modern families and individuals, but because we are members and strong advocates of the community that we serve. What differentiates us from others is that we put the client back in the driver's seat and focus on developing a long­‐lasting relationship based on mutual trust and understanding. To us, trust is the most critical component of any financial plan - allow us to earn yours.


Planning Your Future. Together.

Holly's new book "The LGBT and Modern Family Money Manual" is now available!

Helpful Content

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

 

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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