Harmon Smith

06/01/2026

Celebrating Tawni and Samantha this June on their 5-year work anniversaries. Thank you both for five years of dedication and all you do for the team.

05/29/2026

529 Day is May 29th, a great reminder that saving for a child's education doesn't have to be complicated. If you've been curious about 529 plans but never quite understood them, this is worth a read.

A 529 plan is a savings account that offers tax-free investment growth and withdrawals for qualified education expenses. State limits are $235,000 to $597,000.

05/27/2026

This article explains estate planning, covering key steps like bequeathing assets, settling debts, and planning guardianship. Learn how to secure your future!

Estate planning is the preparation of tasks that serves to manage an individual's asset base in the event of their incapacitation or death.

05/25/2026

Today we pause to honor the courage, sacrifice, and service of those who gave everything for our country.

05/21/2026

Discover five ways financial advisors can help you make the most of your charitable giving. Read more here!

A charitable trust allows you to donate assets to a chosen tax-exempt charitable organization or nonprofit and comes with certain tax benefits.

05/18/2026

: "The pessimist sees difficulty in every opportunity. The optimist sees the opportunity in every difficulty." -Winston Churchill

05/15/2026

Considering life insurance? It can offer financial security for your loved ones, but it's not one-size-fits-all. Explore the pros and cons to determine if it's right for you.

Life insurance can help support your dependents in the event of your death. This guide will help you decide if life insurance is worth buying.

05/11/2026

Wishing a very Happy Birthday to Josh! Your dedication and hard work make a huge difference every day. Enjoy your special day!

05/10/2026

Celebrating all the moms who make life brighter every day. Wishing you a wonderful Mother’s Day filled with well-deserved moments of joy.

05/07/2026

Dreaming of early retirement starts with the right moves today. Discover four key steps that can help you reach financial freedom sooner. Read the full article now.

Typically, retirement age comes sometime in your mid-60s. But what if you're dreaming of retiring earlier than that -- much earlier? The prospect might seem like a daydream, but with some careful planning and smart money moves, you can set yourself up for a stable, comfortable early retirement. Soun...