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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Beware of these traps that could upend your retirement.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
In the face of divorce, making changes to insurance coverage may be overlooked.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of 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
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are a few things to consider when buying or leasing your next vehicle.
Do you know these three personal finance sayings?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
That big list of dreams and goals isn't the only way to look at your bucket list.
It’s never a bad time to speak with your financial advisor about changes in your situation.