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 wasted money. At Dan Hardt Financial Servces, we meet you right where you are in life, whether you are accumulating money for your future or you are now determing how to handle accumulated assets to provide for current 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 to see how Dan Hardt Financial Services can be a guide for you.
- The Guides at Dan Hardt Financial Services
Note: We periodically send emails on various financial topics. You may click the button below to choose the type of emails you would like to receive. You may unsubscribe at any time.
Newsletters
-
What Medicare Won’t Cover
See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.
-
Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
-
Interest Rates and the Economy
Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?
-
Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?