Matt Fizell - Harmony Wealth

Matt Fizell - Harmony Wealth Fee-only financial planning firm offering comprehensive financial planning solutions.

We provide one-time plans, ongoing financial planning, and investment management services.

We're really excited to be sponsoring ABC Raceway this season and helping bring a great field of Midwest Modified driver...
05/16/2023

We're really excited to be sponsoring ABC Raceway this season and helping bring a great field of Midwest Modified drivers like Tanner to all of the fans this summer!

Tanner’s Taking on the Track

Tanner Hicks will be taking on the track aka ABC Raceway and his fellow Harmony Wealth Mid-West Modified competitors this Saturday for the Northern State Bank 2023 Season Opener!

Tanner is a fan favorite and entertains everyone

Join Tanner this Saturday with hot laps at 6:15 and racing at 7:00

05/16/2023

Spring seems to finally be here in the Midwest!

What financial spring cleaning do you have on your list for 2023?

Today we remember the historic Lake Superior freighter, the Edmund Fitzgerald on the 46th Anniversary of its sinking. Jo...
11/10/2021

Today we remember the historic Lake Superior freighter, the Edmund Fitzgerald on the 46th Anniversary of its sinking. Join Matt in this week's blog as he shares the history and his thoughts on the tragedy that claimed the life of his grandfather, Allen. https://planwithharmony.com/remembering-the-edmund-fitzgerald/

Harmony Wealth · November 10, 2021Remembering the Edmund FitzgeraldThis week’s blog will hold a very special place in my memory for many years to come.It’s crazy how events that occur many years before we are even born can have such an impact on the journey we will take through life. 46 years a...

One of the hardest aspects of making good financial decisions is filtering out the noise around us. Dive into the blog t...
10/26/2021

One of the hardest aspects of making good financial decisions is filtering out the noise around us. Dive into the blog this week for some tips on how to clarify where your money is going and hear how Matt does this with his own finances!

Harmony Wealth · October 26, 2021Filtering Financial DecisionsWelcome back to the blog! Last week, we wrapped up the Investment Series, which you can read the overview of here in our conclusion post which will walk you through the initial steps of creating an investment game plan.For the next few w...

When's the last time you took a look at your 401k statement? If it's been a while, your portfolio may have more risk in ...
09/28/2021

When's the last time you took a look at your 401k statement? If it's been a while, your portfolio may have more risk in it than you want after any growth that has taken place. Just like those crops here in the Midwest, we have to harvest what we can before the fruits of our labor go to waste! Learn more about rebalancing, and why it is important in this week's blog!

Uncategorized · September 28, 2021Investment Rebalancing, Made SimpleWhere has the time gone!? We are already in Week 4 of our Blog Series on Investing! And as of last Wednesday, it is officially fall!This week we are diving into the concept of rebalancing our investments, which is a great topic to...

You're not alone in wanting to benefit from the growth provided by investing your money. With anything, there are always...
09/21/2021

You're not alone in wanting to benefit from the growth provided by investing your money. With anything, there are always risks when we participate. Understanding what risk will look like in your investments, and having the proper expectations can make all the difference in helping you sleep while working towards financial independence. Read all about it in our blog post this week!

https://planwithharmony.com/risk-tolerance-and-investing/

Week 2 of our Investment Blog Series is here! This week we are covering the common investment choices and terms we hear ...
09/14/2021

Week 2 of our Investment Blog Series is here! This week we are covering the common investment choices and terms we hear when looking to choose something to purchase in our accounts. Be sure to get subscribed to the blog, as the past couple of week's information will continue to be built upon next week.

If you'd rather get it straight to your inbox, check out this week's article, and then subscribe inside.

Investing and Investments · September 14, 20214 Common Investment ChoicesWelcome to Week 2 of our investment series! This week is all about understanding the different types of investment choices we have when picking how we will invest our money.Getting started with investing is a big step, and bre...

This week we kickoff our investment blog series! Over the next month or so, the blog will be covering the fundamental th...
09/07/2021

This week we kickoff our investment blog series! Over the next month or so, the blog will be covering the fundamental things we should be aware of in our investments. While this series won't get into the super technical details, there will be a ton of great action items you can take with you, whether you are looking for a financial planner, or are more interested in DIY investing. Be sure to subscribe and get the latest straight to your email inbox.

Investing and Investments · September 7, 2021Why do we invest?Investing and investment-related questions are usually the first kind of questions I get when I tell people I am a financial planner.With this being the case, I figured investing was as good of a place as any to start with the upcoming e...

08/31/2021

Harmony Wealth · August 31, 2021Finding Calm In The StormWe’ve all been there. Whether it’s facing a rough stretch in life, or quite literally witnessing a storm outside going around us, these events can be somewhat unpredictable while being quite an inconvenience at the same time.Maybe it is a...

08/24/2021

Finance 101 · August 24, 2021How much money changes life?This week’s blog came from a combination of a thought I had a couple of weekends ago, along with some good ol’ fashioned Twitter debate I saw last week.I would really love to hear your thoughts before and after you read this week’s blog...

This week we tackle what is success, versus what is achievement. They may sound like similar things, but when you get do...
08/17/2021

This week we tackle what is success, versus what is achievement. They may sound like similar things, but when you get down to the core, it makes it a lot easier to understand how these two words work in our financial lives. Read below!

Finance 101 · August 17, 2021Financial Success vs Financial AchievementOne of the biggest factors we face in our effort towards financial independence is separating what our definition of success is, from what those outside of our life may view as achievement.In this blog, I am going to cover what ...

What if I told you, it wasn't all about saving as much as possible? Making a plan isn't all about maximizing your financ...
08/10/2021

What if I told you, it wasn't all about saving as much as possible? Making a plan isn't all about maximizing your finances for the future. Understanding what works for you is the biggest challenge of any financial decision we face, especially in the noisy world we live in. Check out our latest blog post to dive in more to this concept! https://planwithharmony.com/when-dont-delay-is-ok/

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