Harmon Smith

07/20/2026

Without an estate plan, your assets may not be distributed as you intend, potentially causing legal complications for your loved ones. Ensure your wishes are honored and protect your family's future by creating an estate plan today.

Do you know how your assets will be managed in the future? Learn how an estate plan can help your loved ones and provide some peace of mind.

07/16/2026

Financial Freedom Month is a great reminder that financial freedom starts with the choices we make today.

This article explores practical ways to build strong financial habits, set meaningful goals, and create a foundation for the future.

Take a look at how small steps can make a lasting impact.

Paris Woods confronts one of the myths in our society: that debt is simply a rite of passage and that financial struggle is an unavoidable part of becoming an adult.

07/13/2026

In his latest Forbes article, Josh Harmon explores the planning considerations behind concentrated stock positions and strategies for managing risk while preserving long-term wealth. Read the full article:

Your best investment does not love you back. It does not know your retirement date, your tax bracket, your estate plan, your charitable goals, or the fact that you have been emotionally attached to it since the IPO. It is just a stock.

07/09/2026

Wondering if you’re on track for retirement? Discover the ideal savings benchmarks by age with expert-backed insights. Read more and start planning today!

Learn how early saving, retirement timing, and planning your retirement lifestyle can simplify your savings strategy for a secure and comfortable future.

07/06/2026

: "Opportunities don't happen. You create them." –Chris Grosser

07/04/2026

Wishing everyone a joyful Independence Day. As America turns 250, we celebrate the people, traditions, and freedoms that make this country special.

07/04/2026

Wishing a very Happy Birthday to our incredible team member, Kristin! Your hard work and commitment are truly appreciated. Have a fantastic day!

07/01/2026

Mid-year is a great time to celebrate progress and reassess priorities.

Even small adjustments today can help keep you moving toward your long-term goals.

We're here if you'd like to talk through your plans.

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.