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.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Simple steps may help you foil hackers and protect your privacy.
Read this overview to learn how financial advisors are compensated.
The uncertainties we face in retirement can erode our sense of confidence.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
If you died, what would happen to your email archives, social profiles and online accounts?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It’s never a bad time to speak with your financial advisor about changes in your situation.