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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Taking regular, periodic withdrawals during retirement can be quite problematic.
For many, retirement includes contributing their time and talents to an organization in need.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Here’s a guide to explain all the parts of Medicare.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Even low inflation rates can pose a threat to investment returns.
Are you ready for retirement? Here are five words you should consider.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.