KMH Financial Services, LLC.

KMH Financial Services, LLC. Kimberly Markel Herman, Owner and LPL Financial Advisor
Kara Herman Fransted, Chief Operations Offic

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC www.finra.org and www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or

transact business with residents of the following states: AZ, CA, CO, DC, FL, IL, MD, NC, NH, NJ, NY, OH, TX VA, VT

✈️ Smart Summer Travel PlanningSummer travel is almost here - make the most of it with a few smart money and safety tips...
06/02/2026

✈️ Smart Summer Travel Planning

Summer travel is almost here - make the most of it with a few smart money and safety tips:

• Set a clear travel budget

• Automate savings into a travel fund

• Book early to lock in better pricing

🔐 Protect Your Personal Information

• Avoid public Wi‑Fi for financial accounts

• Use strong passcodes + two‑factor authentication

• Watch for phishing texts/emails that mimic travel providers

• Keep IDs and documents secure while on the go



Enjoy your trip with confidence and peace of mind.

Questions about budgeting or protecting your information? Reach out - we’re here to help.

🎓 National 529 Day is May 29! This day highlights the importance of planning ahead for education costs through tax‑advan...
05/29/2026

🎓 National 529 Day is May 29!

This day highlights the importance of planning ahead for education costs through tax‑advantaged 529 savings plans. These accounts offer tax‑deferred growth and tax‑free withdrawals for qualified expenses, including college, trade school, community college, apprenticeship programs, and even K‑12 tuition.



Why this matters:

• Encourages families to start or strengthen their education savings strategy

• Offers flexibility for a wide range of education paths

• Provides an opportunity to review contribution levels and long‑term goals



Today is a great reminder to revisit your savings strategy and be sure it's in line with your goals!

💛 Celebrating International Day of Families – May 15Every family’s financial journey looks different, but open conversat...
05/15/2026

💛 Celebrating International Day of Families – May 15

Every family’s financial journey looks different, but open conversations and thoughtful planning can make a meaningful difference. Today is a great opportunity to check in on your family’s goals—big or small.



A few helpful starting points:

• Review your household budget together

• Talk about savings goals for the next 6–12 months

• Explore ways to support multiple generations, from children to aging parents



Small steps can strengthen your family’s financial foundation.

Address

Bethesda, MD
20817

Telephone

+13019861440

Website

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