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 determing 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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Going Public: How Are Direct Listings Different from IPOs?
Do you know the difference between an IPO and a direct listing? This article explores the two paths companies can take to go public.
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Four Reasons to Review Your Life Insurance Needs
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
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Should You Speed Up Your Retirement Plans?
The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.
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A More Affordable Life Insurance Solution
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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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 72.