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
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Bridging the Gap Between Retirement and Medicare Eligibility
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
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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?
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HOT TOPIC: Keeping an Eye on Corporate Debt
This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.
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Know Your Mutual Funds
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.