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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Beware of these traps that could upend your retirement.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Earnings season can move markets. What is it and why is it important?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When do you need a will? The answer is easy: Right Now.
Taking your Social Security benefits at the right time may help maximize your benefit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.