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Simplifying Finances in Harmony with Your Life

 

Susan S. Butler, CFP
(541) 639-3164

424 NE Kearney Avenue
Bend, OR 97701

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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.

Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

 

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Rule of 72

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.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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