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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It's important to make sure your retirement strategy anticipates health-care expenses.
The federal government requires deceased individuals to file a final income tax return.
Here are some simple and inexpensive energy-saving tips that may help you save money.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
It's easy to let investments accumulate like old receipts in a junk drawer.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Why are 401(k) plans, annuities, and IRAs so popular?
In the world of finance, the effects of the "confidence gap" can be especially apparent.