
Dan Hardt Financial Services
"Financial Guides for Your Journey"
We help you move toward your "preferred future", acting as your financial guide. You'll receive guidance toward reaching your goals, knowing the best way to make meaningful progress. Click on "Contact Us" (above) to arrange a time to take your first step.
Moving forward without a guide often results in wasted time and money. The team at Dan Hardt Financial Servces meets you right where you are in life, whether you are accumulating money for your future or you are now determining how to handle accumulated assets to provide for current and future needs. Review the links to learn more about who we are, what we do, how we do it, and what makes us different.
You can also check out the Articles, Calculators, Newsletters, Glossary, and Tax Library under our Learning Center.
Whether you study our site first - or just want to get some help now - Contact Us (above) to see how Dan Hardt Financial Services can be a guide for you.
- The Guides at Dan Hardt Financial Services
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Newsletters
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.