Harmony Investment Management Blog

Two hikers walking down a grassy path toward a white chalk cliff and calm blue sea under a clear sky

Can I retire?

By Sean Kennedy • May 6, 2026
Get personalized financial planning & wealth management services. Contact Harmony Investment Management for expert retirement strategies today!
Person in a green jacket and hat stands on a cliff overlooking a vast bushland under a cloudy sky.

Fear of Missing out - My neighbor told me

By Sean Kennedy • May 6, 2026
Get personalized financial planning & wealth management services. Contact Harmony Investment Management for expert retirement strategies today!
Desk with papers, a calculator, and a pen beside a tape roll and a receipt.

Marginal tax bracket

By Sean Kennedy • May 6, 2026
Get personalized financial planning & wealth management services. Contact Harmony Investment Management for expert retirement strategies today!
Gold gift box wrapped with glittery ribbon, close-up view

Gift tax exclusion- How much can I give and who pays the taxes? Annual gifts vs. lifetime gifts

By Sean Kennedy • May 6, 2026
Get personalized financial planning & wealth management services. Contact Harmony Investment Management for expert retirement strategies today!
Large wooden house on a grassy lawn at sunset, with trees and a warm pink sky.

Inter-family loans

By Sean Kennedy • May 6, 2026
Get personalized financial planning & wealth management services. Contact Harmony Investment Management for expert retirement strategies today!
Mason jar filled with coins and a small green plant on a wooden table

Required Minimum Distributions (RMD)

By Sean Kennedy • May 6, 2026
Get personalized financial planning & wealth management services. Contact Harmony Investment Management for expert retirement strategies today!
Hands using a laptop on a desk, with a bright screen in a blurred indoor workspace.

Inherited IRA Required Minimum Distributions (RMDs)

By Perry Boles • May 6, 2026
Get personalized financial planning & wealth management services. Contact Harmony Investment Management for expert retirement strategies today!
Two people reviewing documents and a tablet at a table in a bright kitchen

How to Be Master of Your Cash Flow

By Perry Boles • May 6, 2026
Get personalized financial planning & wealth management services. Contact Harmony Investment Management for expert retirement strategies today!
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What is a Trust? Can I put my retirement account in my Trust?

By Perry Boles • May 6, 2026
Get personalized financial planning & wealth management services. Contact Harmony Investment Management for expert retirement strategies today!