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
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Newsletters
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
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Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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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.