Your Financial Future
Money is the #1 issue people argue and worry about, whether married or single. It disrupts lives and ruins marriages. How great would it feel if money wasn’t a key “issue”, but was rather a harmonious contributor to achieving and living your life’s passions and goals? My Financial Harmony takes you on a journey from a place of discord and confusion about money and money issues to a place of harmony in relationships and decisions about money.
Most Financial Advisors can’t afford to spend the time with you that is needed to coach you through money issues and relationship issues that appear to stem from money on the surface. At My Financial Harmony, we do things differently. We bring simplicity and understanding to your financial situation and dig deep into finding your life passions. Our goal is to bring these harmoniously working together and allow you the freedom to pursue your dreams and have peace of mind. If you’re looking for number crunching, flow charts or a 50 page written report of your finances, this company is NOT for you. The number crunching and analysis will still be done in background, but that is just a starting point. We believe that Financial Life Planning involves much more than this and we’d love to take you to the next level.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Retirees traveling abroad need to know that their health insurance travels with them.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
You’ve made investments your whole life. Work with us to help make the most of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, cracking the code on bonds.
Around the country, attitudes about retirement are shifting.
A special needs trust helps care for a special needs child when you’re gone.
Pundits say a lot of things about the markets. Let's see if you can keep up.